← 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	Chicago Partners Investment Group Chicago, Illinois	$76K	$0	1	0.01%	Maintained
1127	CB CNB Bank Clearfield, Pennsylvania	$76K	$0	1	0.04%	Maintained
1128	JA JOYN Advisors Atlanta, Georgia	$76K	+$56.2K	3	0.02%	Increased
1129	HT Heritage Trust Oklahoma City, Oklahoma	$75K	$0	2	0.03%	Maintained
1130	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$75K	+$77.3K	1	0.06%	New
1131	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$75K	$0	1	0.01%	Maintained
1132	AIM Anchor Investment Management Columbia, South Carolina	$74.7K	$0	1	0.02%	Maintained
1133	WB Webster Bank Waterbury, Connecticut	$73K	$0	1	0.01%	Maintained
1134	TFO Tarbox Family Office Newport Beach, California	$67K	$0	1	0.03%	Maintained
1135	TVWM Tower View Wealth Management Shorewood, Wisconsin	$67K	+$9.67K	1	0.06%	Increased
1136	SBL Sargent Bickham Lagudis Boulder, Colorado	$66K	$0	2	0.01%	Maintained
1137	Weiss Asset Management Boston, Massachusetts	$66K	+$91.3K	1	0.01%	New
1138	LC Landaas & Company Milwaukee, Wisconsin	$64K	+$66.5K	1	0.05%	New
1139	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$64K	-$23.2K	2	0.01%	Reduced
1140	B Bridgeworth Birmingham, Alabama	$62K	+$68.1K	2	0.03%	New
1141	CHP Cable Hill Partners Portland, Oregon	$62K	-$5.86K	2	0.03%	Reduced
1142	PO Private Ocean San Rafael, California	$61K	$0	1	0.03%	Maintained
1143	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$60K	+$3.42K	3	0.04%	Increased
1144	BFC Bedel Financial Consulting Indianapolis, Indiana	$58K	$0	1	0.04%	Maintained
1145	MFW Mosaic Family Wealth St. Louis, Missouri	$58K	$0	1	0.02%	Maintained
1146	GFP Gryphon Financial Partners Columbus, Ohio	$57K	-$7.96K	3	0.03%	Reduced
1147	WPA West Paces Advisors Atlanta, Georgia	$56.8K	$0	1	0.04%	Maintained
1148	CWA Clarus Wealth Advisors Peoria, Arizona	$56K	+$53.9K	3	0.04%	New
1149	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$56K	-$25.4K	1	0.02%	Reduced
1150	Simon Quick Advisors Morristown, New Jersey	$56K	+$58.2K	1	0.02%	New