← 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
1001	Avior Wealth Management Omaha, Nebraska	$4K	$0	1	0%	Maintained
1002	TCI Wealth Advisors Tucson, Arizona	$4K	$0	1	0%	Maintained
1003	CS Credential Securities Vancouver,	$3.74K	-$688K	1	0%	Reduced
1004	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$3K	$0	1	0%	Maintained
1005	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$3K	$0	1	0.01%	Maintained
1006	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2K	+$264	1	0%	Increased
1007	ECM Exchange Capital Management Ann Arbor, Michigan	$2K	+$2.11K	1	0%	New
1008	NC NewSquare Capital Newtown Square, Pennsylvania	$2K	$0	1	0%	Maintained
1009	TFO Tarbox Family Office Newport Beach, California	$2K	+$396	1	0%	Increased
1010	WA WealthTrust-Arizona Scottsdale, Arizona	$2K	$0	1	0%	Maintained
1011	RWM Raffa Wealth Management Washington, District of Columbia	$1.34K	$0	2	0%	Maintained
1012	JIC Joel Isaacson & Co New York	$1K	-$8K	0	–	Closed
1013	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
1014	WCM Wealthcare Capital Management Richmond, Virginia	$1K	+$593	1	0%	New
1015	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$13M	0	–	Closed
1016	ATC Adirondack Trust Company Saratoga Springs, New York	$0	-$9K	0	–	Closed
1017	AWCI Alpine Woods Capital Investors Purchase, New York	$0	-$370K	0	–	Closed
1018	ArrowMark Colorado Holdings Denver, Colorado	$0	-$541K	0	–	Closed
1019	AC Ascend Capital Orinda, California	$0	-$6.39M	0	–	Closed
1020	AssetMark Inc Concord, California	$0	+$66	1	0%	Increased
1021	ACP Aviance Capital Partners Naples, Florida	$0	-$475K	0	–	Closed
1022	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$8K	0	–	Closed
1023	B BancorpSouth Tupelo, Mississippi	$0	-$266K	0	–	Closed
1024	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$506K	0	–	Closed
1025	BHA Beech Hill Advisors New York	$0	-$195K	0	–	Closed