← 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
1101	MFW Mosaic Family Wealth St. Louis, Missouri	$15K	$0	2	0.01%	Maintained
1102	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$15K	+$15.3K	1	0.01%	New
1103	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$14K	$0	1	0.01%	Maintained
1104	TCI Wealth Advisors Tucson, Arizona	$14K	+$5.64K	2	0.01%	Increased
1105	TCM Tradewinds Capital Management Bellingham, Washington	$14K	+$1.47K	2	0.01%	Increased
1106	Farmers & Merchants Investments Inc Lincoln, Nebraska	$13K	-$8.5K	2	0%	Reduced
1107	BWP Baldwin Wealth Partners Marion, Massachusetts	$11K	$0	1	0%	Maintained
1108	OFW Omnia Family Wealth Aventura, Florida	$11K	-$118K	2	0.01%	Reduced
1109	WAM Watermark Asset Management San Ramon, California	$11K	+$3.05K	1	0.01%	Increased
1110	Avior Wealth Management Omaha, Nebraska	$10K	$0	1	0%	Maintained
1111	WIM Westside Investment Management Santa Monica, California	$5.31K	$0	2	0%	Maintained
1112	AIL AGF Investments LLC Toronto, Ontario, Canada	$5K	-$762	1	0%	Reduced
1113	BWA Burt Wealth Advisors North Bethesda, Maryland	$5K	$0	1	0%	Maintained
1114	CHC City Holding Co Charleston, West Virginia	$5K	$0	1	0%	Maintained
1115	SFSIG San Francisco Sentry Investment Group San Francisco, California	$5K	+$5.26K	1	0%	New
1116	TCCM Timber Creek Capital Management Boston, Massachusetts	$5K	$0	1	0%	Maintained
1117	FMP Financial Management Professionals Austin, Texas	$4K	+$4.82K	1	0%	New
1118	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$4K	$0	2	0%	Maintained
1119	HFM Hartford Financial Management Hartford, Connecticut	$3K	+$3.73K	1	0%	New
1120	MCM MV Capital Management Bethesda, Maryland	$3K	$0	1	0%	Maintained
1121	VIA Vantage Investment Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1122	GEA Glen Eagle Advisors Kingston, New Jersey	$2.04K	-$1.14K	1	0%	Reduced
1123	HI Hudock Inc Williamsport, Pennsylvania	$2K	$0	1	0%	Maintained
1124	Pathstone Family Office Englewood, New Jersey	$2K	+$838	1	0%	Increased
1125	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2K	-$572	1	0%	Reduced