← 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
1026	HM Payson & Co Portland, Maine	$18K	+$32.7K	1	0%	New
1027	LJHT Laurie J. Hall Trustee	$16K	+$15.1K	1	0.01%	New
1028	PCP Proficio Capital Partners Newton, Massachusetts	$16K	+$1K	2	0.01%	Increased
1029	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$16K	$0	1	0.01%	Maintained
1030	BWM Baystate Wealth Management Boston, Massachusetts	$15K	+$14.7K	2	0%	New
1031	Empirical Finance Havertown, Pennsylvania	$14K	+$12.6K	1	0.01%	New
1032	Gradient Investments Arden Hills, Minnesota	$14K	$0	1	0%	Maintained
1033	CS Credential Securities Vancouver,	$13.5K	+$787	1	0.01%	Increased
1034	GWS Glassman Wealth Services Vienna, Virginia	$13K	+$13.1K	1	0.01%	New
1035	Avior Wealth Management Omaha, Nebraska	$12K	+$3.02K	1	0%	Increased
1036	MFW Mosaic Family Wealth St. Louis, Missouri	$12K	-$3.18K	2	0.01%	Reduced
1037	Perigon Wealth Management San Francisco, California	$12K	+$7.68K	1	0%	Increased
1038	DOA D'Orazio & Associates Falls Church, Virginia	$11K	$0	2	0%	Maintained
1039	PEAK6 Group Chicago, Illinois	$11K	-$324K	1	0%	Reduced
1040	SIG Stanford Investment Group Mountain View, California	$11K	$0	1	0.01%	Maintained
1041	JCM Jacobi Capital Management Pittston, Pennsylvania	$10K	-$2.62K	1	0.01%	Reduced
1042	CCS Crosspoint Capital Strategies Orinda, California	$8K	+$7.07K	1	0.01%	New
1043	TG TLP Group Evanston, Illinois	$8K	+$7.94K	1	0.01%	New
1044	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$7K	-$60.4K	1	0%	Reduced
1045	AIM Advantage Investment Management Cedar Rapids, Iowa	$6K	$0	1	0%	Maintained
1046	TCI Wealth Advisors Tucson, Arizona	$6K	-$1.28K	2	0%	Reduced
1047	AP Atwood & Palmer Kansas City, Missouri	$5K	$0	1	0%	Maintained
1048	BWA Burt Wealth Advisors North Bethesda, Maryland	$5K	$0	1	0%	Maintained
1049	TFO Tarbox Family Office Newport Beach, California	$5K	$0	1	0%	Maintained
1050	WIM Westside Investment Management Santa Monica, California	$4.88K	+$6.12K	2	0%	New