← 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	RWA Ropes Wealth Advisors Boston, Massachusetts	$273K	-$3.4K	1	0.06%	Reduced
1027	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$271K	-$12.6K	1	0.11%	Reduced
1028	Quadrant Capital Group Cincinnati, Ohio	$271K	-$28.6K	4	0.04%	Reduced
1029	RR Robotti Robert	$271K	$0	1	0.08%	Maintained
1030	KWMG King Wealth Management Group Naples, Florida	$270K	-$8.51K	1	0.08%	Reduced
1031	AWA Arete Wealth Advisors Chicago, Illinois	$264K	-$7.05K	1	0.05%	Reduced
1032	Krilogy Financial St. Louis, Missouri	$263K	-$1.05K	1	0.05%	Reduced
1033	LB Landmark Bank Columbia, Missouri	$256K	+$1.22K	1	0.16%	Increased
1034	MA MONECO Advisors Fairfield, Connecticut	$256K	+$486	1	0.2%	Increased
1035	PIA Pinion Investment Advisors Wichita, Kansas	$256K	+$3.32K	1	0.52%	Increased
1036	CFD Creative Financial Designs Kokomo, Indiana	$255K	+$266K	1	0.14%	New
1037	FA Fortis Advisors Wayne, Pennsylvania	$254K	+$16.5K	1	0.12%	Increased
1038	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$251K	-$24.3K	1	0.03%	Reduced
1039	Choate Investment Advisors Boston, Massachusetts	$251K	$0	1	0.02%	Maintained
1040	GAM Gemmer Asset Management Walnut Creek, California	$250K	+$648	2	0.06%	Increased
1041	PPP Private Portfolio Partners Paramus, New Jersey	$250K	-$18.2K	1	0.12%	Reduced
1042	CBT Capital Bank & Trust Irvine, California	$249K	-$131K	3	0%	Reduced
1043	TFA Toth Financial Advisory Leesburg, Virginia	$249K	+$239K	1	0.05%	New
1044	Evercore Wealth Management New York	$248K	+$13.9K	1	0.01%	Increased
1045	CA Capital Advantage Walnut Creek, California	$247K	+$240K	1	0.09%	New
1046	MRCM M&R Capital Management Summit, New Jersey	$246K	-$8.1K	1	0.06%	Reduced
1047	AWM Altavista Wealth Management Asheville, North Carolina	$245K	+$18.6K	1	0.08%	Increased
1048	PCM Princeton Capital Management Red Bank, New Jersey	$245K	-$8.1K	1	0.12%	Reduced
1049	I IberiaBank Lafayette, Louisiana	$244K	-$191K	1	0.03%	Reduced
1050	SIA SeaBridge Investment Advisors Summit, New Jersey	$243K	$0	1	0.08%	Maintained