← 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
1126	RWM Raffa Wealth Management Washington, District of Columbia	$1.29K	$0	1	0%	Maintained
1127	ATC Adirondack Trust Company Saratoga Springs, New York	$0	-$2K	0	–	Closed
1128	AWM AllSquare Wealth Management Albany, New York	$0	$0	0	–	Closed
1129	AFIA America First Investment Advisors Omaha, Nebraska	$0	-$20K	0	–	Closed
1130	AAM AO Asset Management New York	$0	-$8.43M	0	–	Closed
1131	ACS Archford Capital Strategies Swansea, Illinois	$0	-$30K	0	–	Closed
1132	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	$0	0	–	Closed
1133	BWM BigSur Wealth Management Miami, Florida	$0	-$204K	0	–	Closed
1134	CO Caldwell & Orkin Norcross, Georgia	$0	-$665K	0	–	Closed
1135	CT Cambridge Trust Cambridge, Massachusetts	$0	-$200K	0	–	Closed
1136	Cerity Partners New York	$0	-$1.63M	0	–	Closed
1137	CYG Clean Yield Group Norwich, Vermont	$0	-$16K	0	–	Closed
1138	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$0	-$980K	0	–	Closed
1139	CM Crestline Management Fort Worth, Texas	$0	-$450K	0	–	Closed
1140	Crestwood Advisors Group Boston, Massachusetts	$0	-$108K	0	–	Closed
1141	CCS Crosspoint Capital Strategies Orinda, California	$0	-$9K	0	–	Closed
1142	Donaldson Capital Management Evansville, Indiana	$0	-$317K	0	–	Closed
1143	FP FDO Partners Cambridge, Massachusetts	$0	-$516K	0	–	Closed
1144	FPS Fieldpoint Private Securities Greenwich, Connecticut	$0	-$76K	0	–	Closed
1145	First National Bank of Omaha Omaha, Nebraska	$0	-$227K	0	–	Closed
1146	FMA FNY Managed Accounts New York	$0	-$26K	0	–	Closed
1147	FCMT Founders Capital Management (Texas) Houston, Texas	$0	-$34K	0	–	Closed
1148	FFW Fusion Family Wealth Woodbury, New York	$0	-$2K	0	–	Closed
1149	GH GAM Holding Zurich, Switzerland	$0	-$171K	0	–	Closed
1150	GWS Glassman Wealth Services Vienna, Virginia	$0	-$15K	0	–	Closed