← 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
1076	WIM Westside Investment Management Santa Monica, California	$5.31K	+$564	2	0%	Increased
1077	CHC City Holding Co Charleston, West Virginia	$5K	$0	1	0%	Maintained
1078	TFO Tarbox Family Office Newport Beach, California	$5K	$0	1	0%	Maintained
1079	TCCM Timber Creek Capital Management Boston, Massachusetts	$5K	+$5.26K	1	0%	New
1080	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$4K	$0	2	0%	Maintained
1081	GEA Glen Eagle Advisors Kingston, New Jersey	$3.04K	$0	1	0%	Maintained
1082	MCM MV Capital Management Bethesda, Maryland	$3K	$0	1	0%	Maintained
1083	VIA Vantage Investment Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1084	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$3K	$0	1	0%	Maintained
1085	WP WealthPLAN Partners Omaha, Nebraska	$2.13K	+$2.13K	2	0.01%	New
1086	ATC Adirondack Trust Company Saratoga Springs, New York	$2K	+$2.06K	1	0%	New
1087	FFW Fusion Family Wealth Woodbury, New York	$2K	+$2.2K	1	0%	New
1088	HI Hudock Inc Williamsport, Pennsylvania	$2K	+$71	1	0%	Increased
1089	RWM Raffa Wealth Management Washington, District of Columbia	$1.37K	-$1.48K	1	0%	Reduced
1090	Pathstone Family Office Englewood, New Jersey	$1K	+$1.35K	1	0%	New
1091	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
1092	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained
1093	AL Airain Ltd St. Peter Port, Guernsey	$0	-$1.2M	0	–	Closed
1094	AIM Alambic Investment Management Belvedere, California	$0	-$282K	0	–	Closed
1095	Algert Global San Francisco, California	$0	-$1.41M	0	–	Closed
1096	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1097	AT Arden Trust Wilmington, Delaware	$0	-$417K	0	–	Closed
1098	AWA ARS Wealth Advisors St. Petersburg, Florida	$0	-$231K	0	–	Closed
1099	AP Atwood & Palmer Kansas City, Missouri	$0	-$5K	0	–	Closed
1100	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	+$318	2	0%	New