← 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	LWM LBA Wealth Management Jacksonville, Florida	$43K	-$12K	1	0.02%	Reduced
1002	OC Oakworth Capital Birmingham, Alabama	$42K	-$3.94K	1	0.01%	Reduced
1003	AIP Ahrens Investment Partners Lafayette, Louisiana	$38K	+$70K	1	0.02%	New
1004	CJA C-J Advisory San Jose, California	$38K	+$3.21K	1	0.03%	Increased
1005	QAM QCI Asset Management Pittsford, New York	$34K	$0	1	0%	Maintained
1006	CHP Cable Hill Partners Portland, Oregon	$33K	-$262	3	0.02%	Reduced
1007	RBC Roble Belko & Company Sewickley, Pennsylvania	$31K	+$29.7K	2	0.02%	New
1008	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$30K	$0	1	0.03%	Maintained
1009	Country Trust Bank Bloomington, Illinois	$27K	$0	1	0%	Maintained
1010	FFC First Financial Corp Terre Haute, Indiana	$27K	$0	1	0.02%	Maintained
1011	HCM Horrell Capital Management Little Rock, Arkansas	$27K	$0	1	0.02%	Maintained
1012	NSIM North Star Investment Management Chicago, Illinois	$27K	$0	1	0%	Maintained
1013	ACS Archford Capital Strategies Swansea, Illinois	$26K	$0	2	0.01%	Maintained
1014	BAM Bruderman Asset Management Locust Valley, New York	$26K	-$10.6K	1	0.01%	Reduced
1015	M MOTCO San Antonio, Texas	$26K	-$44.3K	1	0%	Reduced
1016	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$25K	$0	1	0.01%	Maintained
1017	CFD Creative Financial Designs Kokomo, Indiana	$24K	+$23.7K	1	0.02%	New
1018	Global Retirement Partners San Rafael, California	$23K	+$22.4K	1	0.02%	New
1019	RFA Reilly Financial Advisors La Mesa, California	$23K	-$3.02K	1	0%	Reduced
1020	AIM Arcadia Investment Management Kalamazoo, Michigan	$22K	$0	1	0.01%	Maintained
1021	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$22K	+$21.9K	1	0.01%	New
1022	AC Alexandria Capital Arlington, Virginia	$21K	-$71.2K	1	0.01%	Reduced
1023	Hillsdale Investment Management Toronto, Ontario, Canada	$20K	-$8.51K	1	0%	Reduced
1024	CCM Cribstone Capital Management Augusta, Maine	$19K	-$4K	1	0.01%	Reduced
1025	Farmers & Merchants Investments Inc Lincoln, Nebraska	$19K	+$3.9K	2	0%	Increased