← 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
1051	HM Payson & Co Portland, Maine	$19K	+$6.21K	1	0%	Increased
1052	VF Virtu Financial New York	$19K	-$188K	1	0%	Reduced
1053	IR Invictus RG Hamilton, Bermuda	$18K	-$460K	1	0.01%	Reduced
1054	Wolverine Trading Chicago, Illinois	$18K	-$1.27M	1	0%	Reduced
1055	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$17.6K	$0	1	0.01%	Maintained
1056	LJHT Laurie J. Hall Trustee	$17.2K	$0	1	0.01%	Maintained
1057	BWM Baystate Wealth Management Boston, Massachusetts	$17K	+$71	2	0%	Increased
1058	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$17K	+$15.8K	1	0%	New
1059	CYG Clean Yield Group Norwich, Vermont	$16K	+$15.7K	1	0.01%	New
1060	Perigon Wealth Management San Francisco, California	$16K	+$3.69K	1	0%	Increased
1061	GWS Glassman Wealth Services Vienna, Virginia	$15K	$0	1	0.01%	Maintained
1062	PSC Prentiss Smith & Co Brattleboro, Vermont	$15K	-$35.5K	1	0.01%	Reduced
1063	JCM Jacobi Capital Management Pittston, Pennsylvania	$14K	+$2.84K	1	0.01%	Increased
1064	MFW Mosaic Family Wealth St. Louis, Missouri	$14K	$0	2	0.01%	Maintained
1065	DOA D'Orazio & Associates Falls Church, Virginia	$13K	$0	2	0.01%	Maintained
1066	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$13K	+$12.7K	1	0.01%	New
1067	TCM Tradewinds Capital Management Bellingham, Washington	$12K	+$11.6K	1	0.01%	Increased
1068	Global Retirement Partners San Rafael, California	$11K	-$14.2K	1	0.01%	Reduced
1069	Avior Wealth Management Omaha, Nebraska	$10K	-$3.27K	1	0%	Reduced
1070	BWP Baldwin Wealth Partners Marion, Massachusetts	$10K	-$35.5K	1	0%	Reduced
1071	CCS Crosspoint Capital Strategies Orinda, California	$9K	$0	1	0.01%	Maintained
1072	TCI Wealth Advisors Tucson, Arizona	$8K	$0	2	0%	Maintained
1073	WAM Watermark Asset Management San Ramon, California	$7K	+$7.1K	1	0%	New
1074	AIL AGF Investments LLC Toronto, Ontario, Canada	$6K	+$5.54K	1	0%	New
1075	BWA Burt Wealth Advisors North Bethesda, Maryland	$6K	$0	1	0%	Maintained