← 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
1151	IHT Wealth Management Chicago, Illinois	$53K	-$3.96K	3	0.01%	Reduced
1152	NSIM North Star Investment Management Chicago, Illinois	$53K	$0	2	0.01%	Maintained
1153	PCA Peddock Capital Advisors Braintree, Massachusetts	$53K	$0	1	0.03%	Maintained
1154	Wolverine Asset Management Chicago, Illinois	$53K	+$62.6K	2	0%	New
1155	AC Avestar Capital New York	$52K	+$56.5K	3	0.04%	New
1156	CB CNB Bank Clearfield, Pennsylvania	$50K	+$49.3K	1	0.03%	New
1157	PGA Premia Global Advisors Coral Gables, Florida	$47K	+$53.3K	2	0.05%	New
1158	WOC West Oak Capital Westlake Village, California	$45.1K	$0	2	0.03%	Maintained
1159	RM Resource Management Metairie, Louisiana	$45K	+$47.9K	1	0.01%	New
1160	DOA D'Orazio & Associates Falls Church, Virginia	$44K	+$29.7K	1	0.02%	Increased
1161	HM Payson & Co Portland, Maine	$43K	$0	1	0%	Maintained
1162	FRA Front Row Advisors Tiburon, California	$42K	+$41.8K	3	0.03%	New
1163	Steward Partners Investment Advisory New York	$41K	-$7.66K	2	0%	Reduced
1164	TVWM Tower View Wealth Management Shorewood, Wisconsin	$41K	+$40K	1	0.04%	New
1165	AIM Advantage Investment Management Cedar Rapids, Iowa	$39K	-$16.5K	2	0.01%	Reduced
1166	OPWM Oak Point Wealth Management Portage, Michigan	$39K	+$38.6K	1	0.04%	New
1167	LFA Legacy Financial Advisors Covington, Kentucky	$37K	+$38.7K	3	0.02%	New
1168	LF Lee Financial Dallas, Texas	$35K	+$11.7K	2	0.01%	Increased
1169	CCM Cribstone Capital Management Augusta, Maine	$34K	+$7.38K	1	0.02%	Increased
1170	CJA C-J Advisory San Jose, California	$33K	$0	1	0.02%	Maintained
1171	KA Kaizen Advisory Wheaton, Illinois	$33K	+$32.7K	1	0.02%	New
1172	EAM Exane Asset Management Paris, France	$32.3K	-$19.6K	1	0.01%	Reduced
1173	Country Trust Bank Bloomington, Illinois	$32K	$0	1	0%	Maintained
1174	FFC First Financial Corp Terre Haute, Indiana	$32K	$0	1	0.02%	Maintained
1175	HCM Horrell Capital Management Little Rock, Arkansas	$32K	$0	1	0.02%	Maintained