← 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	DOA D'Orazio & Associates Falls Church, Virginia	$13K	-$37.7K	2	0%	Reduced
1102	TCM Tradewinds Capital Management Bellingham, Washington	$13K	-$1K	1	0.01%	Reduced
1103	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$12K	+$4.32K	2	0.01%	Increased
1104	TF Tompkins Financial Ithaca, New York	$12K	-$3.02K	1	0%	Reduced
1105	NCM New Capital Management Houston, Texas	$11K	+$11.1K	1	0.02%	New
1106	WAM Watermark Asset Management San Ramon, California	$11K	$0	1	0%	Maintained
1107	Avior Wealth Management Omaha, Nebraska	$10K	$0	1	0%	Maintained
1108	BWP Baldwin Wealth Partners Marion, Massachusetts	$10K	$0	1	0%	Maintained
1109	MFW Mosaic Family Wealth St. Louis, Missouri	$10K	-$4K	1	0%	Reduced
1110	ATC Adirondack Trust Company Saratoga Springs, New York	$8K	+$7.55K	1	0.01%	New
1111	SFSIG San Francisco Sentry Investment Group San Francisco, California	$8K	+$2.72K	1	0%	Increased
1112	WIM Westside Investment Management Santa Monica, California	$7.39K	+$1.08K	2	0%	Increased
1113	AFNAS American Financial Network Advisory Services Calabasas, California	$7K	+$6.96K	2	0%	New
1114	TG TLP Group Evanston, Illinois	$7K	+$7.25K	1	0%	New
1115	FMA FNY Managed Accounts New York	$6K	+$6.04K	1	0.01%	New
1116	OFW Omnia Family Wealth Aventura, Florida	$6K	-$4.15K	2	0%	Reduced
1117	CHC City Holding Co Charleston, West Virginia	$5K	$0	1	0%	Maintained
1118	FMP Financial Management Professionals Austin, Texas	$5K	$0	1	0%	Maintained
1119	MCM MV Capital Management Bethesda, Maryland	$4K	$0	1	0%	Maintained
1120	VIA Vantage Investment Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1121	GEA Glen Eagle Advisors Kingston, New Jersey	$2.03K	$0	1	0%	Maintained
1122	HFM Hartford Financial Management Hartford, Connecticut	$2K	-$1.06K	1	0%	Reduced
1123	HI Hudock Inc Williamsport, Pennsylvania	$2K	$0	1	0%	Maintained
1124	WA WealthTrust-Arizona Scottsdale, Arizona	$2K	+$1.81K	1	0%	New
1125	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2K	$0	1	0%	Maintained