← 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	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$283K	-$26.2K	1	0.01%	Reduced
1002	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$282K	$0	1	0.18%	Maintained
1003	YWP YorkBridge Wealth Partners New York	$282K	-$74.5K	3	0.14%	Reduced
1004	CCA Checchi Capital Advisers Beverly Hills, California	$281K	+$45.5K	1	0.04%	Increased
1005	Twin Tree Management Dallas, Texas	$280K	+$45.3K	1	0%	Increased
1006	BWM Buckley Wealth Management Las Vegas, Nevada	$276K	+$271K	1	0.14%	New
1007	CWM Cornerstone Wealth Management St. Peters, Missouri	$276K	-$8.01K	1	0.05%	Reduced
1008	Penserra Capital Management Orinda, California	$276K	-$1.76M	1	0.04%	Reduced
1009	PCM Parsons Capital Management Providence, Rhode Island	$275K	$0	1	0.03%	Maintained
1010	BTIS BB&T Investment Services Charlotte, North Carolina	$274K	+$30.3K	3	0.05%	Increased
1011	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$271K	+$267K	1	0.02%	New
1012	WPA West Paces Advisors Atlanta, Georgia	$269K	-$3.42K	1	0.2%	Reduced
1013	MJP Michael J. Puzo	$269K	$0	1	0.11%	Maintained
1014	CPC Congress Park Capital Saratoga Springs, New York	$266K	+$261K	1	0.27%	New
1015	WP WealthSource Partners San Luis Obispo, California	$266K	+$17.5K	1	0.08%	Increased
1016	FC Ferris Capital Marlborough, Massachusetts	$265K	+$7.85K	1	0.09%	Increased
1017	KWMG King Wealth Management Group Naples, Florida	$265K	$0	1	0.09%	Maintained
1018	MRCM M&R Capital Management Summit, New Jersey	$265K	$0	1	0.06%	Maintained
1019	RIA Regal Investment Advisors Kentwood, Michigan	$265K	+$39.5K	1	0.06%	Increased
1020	Grimes & Company Westborough, Massachusetts	$261K	$0	1	0.03%	Maintained
1021	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$260K	+$257K	1	0.17%	New
1022	BRF B. Riley Financial Los Angeles, California	$259K	+$1.01K	1	0.07%	Increased
1023	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$259K	$0	1	0%	Maintained
1024	BAM Brave Asset Management Summit, New Jersey	$258K	+$29.2K	2	0.13%	Increased
1025	FAIM Financial Advocates Investment Management Olympia, Washington	$258K	+$254K	1	0.04%	New