← 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	SBL Sargent Bickham Lagudis Boulder, Colorado	$68K	$0	2	0.01%	Maintained
1052	TFO Tarbox Family Office Newport Beach, California	$68K	+$61K	1	0.03%	Increased
1053	FWM Focused Wealth Management Newburgh, New York	$60K	+$76	2	0.02%	Increased
1054	AB AT Bancorp Dubuque, Iowa	$59K	+$59.9K	1	0.01%	New
1055	CAL Capital Advisors Ltd Shaker Heights, Ohio	$57K	$0	1	0.02%	Maintained
1056	AIM Advantage Investment Management Cedar Rapids, Iowa	$56K	+$11.9K	2	0.02%	Increased
1057	AW Alpha Windward Westwood, Massachusetts	$55K	-$15.7K	1	0.04%	Reduced
1058	CS Credential Securities Vancouver,	$52.6K	+$3.2K	1	0.02%	Increased
1059	DOA D'Orazio & Associates Falls Church, Virginia	$52K	+$38.1K	2	0.02%	Increased
1060	PCA Peddock Capital Advisors Braintree, Massachusetts	$52K	$0	1	0.03%	Maintained
1061	BWA BDO Wealth Advisors Jacksonville, Florida	$49K	+$47.6K	1	0.02%	New
1062	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$49K	+$15K	3	0.04%	Increased
1063	VCM Versant Capital Management Phoenix, Arizona	$49K	-$41.1K	2	0.03%	Reduced
1064	FQ First Quadrant Glendale, California	$47K	+$52.7K	1	0%	New
1065	QAM QCI Asset Management Pittsford, New York	$46K	+$5.94K	1	0.01%	Increased
1066	NSIM North Star Investment Management Chicago, Illinois	$45K	-$23.2K	2	0.01%	Reduced
1067	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$43K	$0	1	0.02%	Maintained
1068	WOC West Oak Capital Westlake Village, California	$42.6K	$0	2	0.03%	Maintained
1069	CHP Cable Hill Partners Portland, Oregon	$42K	$0	3	0.02%	Maintained
1070	CJA C-J Advisory San Jose, California	$39K	-$4.8K	1	0.03%	Reduced
1071	OC Oakworth Capital Birmingham, Alabama	$39K	+$2.29K	1	0.01%	Increased
1072	WA WFG Advisors Dallas, Texas	$37K	+$11.8K	2	0.01%	Increased
1073	BWM Baystate Wealth Management Boston, Massachusetts	$34K	+$14.9K	2	0.01%	Increased
1074	Country Trust Bank Bloomington, Illinois	$32K	$0	1	0%	Maintained
1075	BAM Bruderman Asset Management Locust Valley, New York	$31K	+$29.9K	1	0.01%	New