← 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	HCM Herndon Capital Management Atlanta, Georgia	$3K	$0	1	0%	Maintained
1002	Perigon Wealth Management San Francisco, California	$3K	$0	1	0%	Maintained
1003	TCM Tradewinds Capital Management Bellingham, Washington	$3K	$0	1	0%	Maintained
1004	RWM Raffa Wealth Management Washington, District of Columbia	$2.43K	$0	2	0%	Maintained
1005	BAM Barrett Asset Management New York	$2K	+$2.13K	1	0%	New
1006	LWA Lowe Wealth Advisors Columbia, Maryland	$2K	$0	1	0%	Maintained
1007	MCM MV Capital Management Bethesda, Maryland	$2K	+$1.4K	1	0%	New
1008	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2K	+$1.7K	1	0%	New
1009	AWM AllSquare Wealth Management Albany, New York	$1K	$0	1	0%	Maintained
1010	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
1011	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained
1012	AHC Adell Harriman & Carpenter Houston, Texas	$0	-$263K	0	–	Closed
1013	AF Aldebaran Financial	$0	-$243K	0	–	Closed
1014	Andra AP-fonden Goteborg, Sweden	$0	-$7.25M	0	–	Closed
1015	BFG Beacon Financial Group Dallas, Texas	$0	-$355K	0	–	Closed
1016	Beck Mack & Oliver New York	$0	-$370K	0	–	Closed
1017	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$7.81M	0	–	Closed
1018	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$3.09M	0	–	Closed
1019	Brown Brothers Harriman & Co New York	$0	-$18K	0	–	Closed
1020	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$38K	0	–	Closed
1021	CT Cambridge Trust Cambridge, Massachusetts	$0	-$244K	0	–	Closed
1022	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$0	-$215K	0	–	Closed
1023	CCA Checchi Capital Advisers Beverly Hills, California	$0	-$166K	0	–	Closed
1024	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$5K	0	–	Closed
1025	CIM Contravisory Investment Management Norwell, Massachusetts	$0	-$2K	0	–	Closed