← 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	CB Community Bank Dewitt, New York	$73K	-$3K	1	0.01%	Reduced
1052	TFO Tarbox Family Office Newport Beach, California	$69K	+$1.89K	1	0.03%	Increased
1053	SBL Sargent Bickham Lagudis Boulder, Colorado	$68K	$0	2	0.01%	Maintained
1054	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$67.2K	+$66K	1	0.05%	New
1055	NN Investment Partners Holdings The Hague, Netherlands	$66K	-$474K	1	0%	Reduced
1056	CS Credential Securities Vancouver,	$64.7K	+$11.8K	1	0.02%	Increased
1057	IHT Wealth Management Chicago, Illinois	$60K	-$93.4K	3	0.03%	Reduced
1058	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$59K	+$9.34K	3	0.05%	Increased
1059	Global Retirement Partners San Rafael, California	$58K	+$37.6K	3	0.02%	Increased
1060	CAL Capital Advisors Ltd Shaker Heights, Ohio	$56K	$0	1	0.02%	Maintained
1061	AW Alpha Windward Westwood, Massachusetts	$55K	$0	1	0.03%	Maintained
1062	NSIM North Star Investment Management Chicago, Illinois	$54K	+$7.25K	2	0.01%	Increased
1063	AIM Advantage Investment Management Cedar Rapids, Iowa	$53K	-$4.53K	2	0.02%	Reduced
1064	PCA Peddock Capital Advisors Braintree, Massachusetts	$52K	$0	1	0.03%	Maintained
1065	EAM Exane Asset Management Paris, France	$50.8K	+$49.9K	1	0.01%	New
1066	Steward Partners Investment Advisory New York	$47K	+$14.3K	2	0%	Increased
1067	VCM Versant Capital Management Phoenix, Arizona	$47K	-$9.57K	2	0.03%	Reduced
1068	BWA BDO Wealth Advisors Jacksonville, Florida	$46K	-$2.26K	1	0.02%	Reduced
1069	HM Payson & Co Portland, Maine	$44K	+$7.02K	1	0%	Increased
1070	OC Oakworth Capital Birmingham, Alabama	$44K	+$5.96K	1	0.01%	Increased
1071	WOC West Oak Capital Westlake Village, California	$43.5K	$0	2	0.03%	Maintained
1072	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$43K	$0	1	0.02%	Maintained
1073	QAM QCI Asset Management Pittsford, New York	$38K	-$7.47K	1	0%	Reduced
1074	Simon Quick Advisors Morristown, New Jersey	$38K	+$37.7K	1	0.01%	New
1075	CJA C-J Advisory San Jose, California	$32K	-$6.26K	1	0.02%	Reduced