← 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
WOC
West Oak Capital
California
$16.4K +$16.1K 1 0.01% New
977
NC
NewSquare Capital
Pennsylvania
$16K +$4.74K 2 0% Increased
978
Nomura Holdings
Nomura Holdings
Japan
$16K +$15.5K 1 0% New
979
CFA
CT Financial Advisors
Pennsylvania
$15.6K $0 1 0.01% Maintained
980
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$15K +$2.72K 1 0% Increased
981
Gradient Investments
Gradient Investments
Minnesota
$15K $0 1 0% Maintained
982
MFW
Mosaic Family Wealth
Missouri
$15K -$4.33K 2 0.01% Reduced
983
PCP
Proficio Capital Partners
Massachusetts
$14K -$2.96K 2 0.01% Reduced
984
MWP
MYCIO Wealth Partners
Pennsylvania
$13K -$4K 2 0% Reduced
985
CS
Credential Securities
$12.4K +$7.82K 1 0.01% Increased
986
JCM
Jacobi Capital Management
Pennsylvania
$12K $0 1 0.01% Maintained
987
PFSC
Peoples Financial Services Corp
Pennsylvania
$12K +$11.6K 1 0.01% New
988
DOA
D'Orazio & Associates
Virginia
$11K -$3.56K 2 0% Reduced
989
SIG
Stanford Investment Group
California
$11K $0 1 0.01% Maintained
990
SSB
Sandy Spring Bank
Maryland
$10K $0 1 0% Maintained
991
Avior Wealth Management
Avior Wealth Management
Nebraska
$9K $0 1 0% Maintained
992
HI
Hudock Inc
Pennsylvania
$7K $0 2 0% Maintained
993
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$7K +$1.06K 2 0% Increased
994
AIM
Advantage Investment Management
Iowa
$6K +$5.5K 1 0% New
995
AP
Atwood & Palmer
Missouri
$5K $0 1 0% Maintained
996
BWA
Burt Wealth Advisors
Maryland
$5K $0 1 0.01% Maintained
997
RWG
Regal Wealth Group
California
$5K $0 1 0% Maintained
998
TFO
Tarbox Family Office
California
$5K $0 1 0% Maintained
999
CHC
City Holding Co
West Virginia
$4K $0 1 0% Maintained
1000
DPA
Delphi Private Advisors
California
$4K -$323 1 0.01% Reduced