← All themes Data Centers & Digital Infrastructure

Power for AI

Power for AI covers the generators, turbines, transformers, and independent producers being contracted to feed new data center load. Electricity supply, not silicon, is now the binding constraint on capacity growth.

22 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
976	Avior Wealth Management Omaha, Nebraska	$8K	+$4.91K	1	0%	Increased
977	GBT Grove Bank & Trust Miami, Florida	$7K	+$6.76K	1	0.01%	New
978	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$5K	-$356K	1	0%	Reduced
979	HI Hudock Inc Williamsport, Pennsylvania	$5K	$0	2	0%	Maintained
980	RWG Regal Wealth Group Seal Beach, California	$5K	+$4.67K	1	0%	New
981	TCI Wealth Advisors Tucson, Arizona	$5K	-$12.3K	2	0%	Reduced
982	CS Credential Securities Vancouver,	$4.06K	+$798	1	0%	Increased
983	AP Atwood & Palmer Kansas City, Missouri	$4K	$0	1	0%	Maintained
984	BWA Burt Wealth Advisors North Bethesda, Maryland	$4K	$0	1	0%	Maintained
985	CHC City Holding Co Charleston, West Virginia	$4K	+$3.62K	1	0%	New
986	DPA Delphi Private Advisors San Diego, California	$4K	+$1.11K	1	0.01%	Increased
987	RBC Roble Belko & Company Sewickley, Pennsylvania	$4K	+$3.93K	1	0%	New
988	TFO Tarbox Family Office Newport Beach, California	$4K	-$553	1	0%	Reduced
989	HCM Herndon Capital Management Atlanta, Georgia	$3K	+$2.58K	1	0%	New
990	Perigon Wealth Management San Francisco, California	$3K	+$2.89K	1	0%	New
991	TCM Tradewinds Capital Management Bellingham, Washington	$3K	+$2.95K	1	0%	New
992	RWM Raffa Wealth Management Washington, District of Columbia	$2.02K	+$608	2	0%	Increased
993	AWM AllSquare Wealth Management Albany, New York	$2K	$0	1	0%	Maintained
994	CIM Contravisory Investment Management Norwell, Massachusetts	$2K	+$2.03K	1	0%	New
995	M MOTCO San Antonio, Texas	$2K	+$2.09K	1	0%	New
996	NCA NCM Capital Advisers Durham, North Carolina	$2K	$0	1	0.01%	Maintained
997	LWA Lowe Wealth Advisors Columbia, Maryland	$1K	+$1.47K	1	0%	New
998	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$1K	+$1.17K	1	0%	New
999	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
1000	SCM Southport Capital Management Chattanooga, Tennessee	$1K	+$727	1	0%	New