← 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	SWA Sutton Wealth Advisors Tampa, Florida	$55.8K	$0	2	0.04%	Maintained
1152	CAL Capital Advisors Ltd Shaker Heights, Ohio	$55K	$0	1	0.02%	Maintained
1153	RFA Reilly Financial Advisors La Mesa, California	$53K	-$38.7K	2	0.01%	Reduced
1154	AW Alpha Windward Westwood, Massachusetts	$51K	+$696	1	0.03%	Increased
1155	PCA Peddock Capital Advisors Braintree, Massachusetts	$50K	$0	1	0.03%	Maintained
1156	FC Ferris Capital Marlborough, Massachusetts	$49K	-$140K	2	0.02%	Reduced
1157	GCM Gables Capital Management Miami, Florida	$49K	$0	1	0.04%	Maintained
1158	CAC Certified Advisory Corp Altamonte Springs, Florida	$48K	$0	1	0.03%	Maintained
1159	LWS Lucia Wealth Services San Diego, California	$47K	+$20.8K	1	0.02%	Increased
1160	DOA D'Orazio & Associates Falls Church, Virginia	$45K	$0	2	0.02%	Maintained
1161	PW Price Wealth Austin, Texas	$44K	+$4.18K	1	0.02%	Increased
1162	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$41.5K	$0	1	0.02%	Maintained
1163	TL TrueWealth LLC Atlanta, Georgia	$41K	+$29.9K	3	0.02%	Increased
1164	CCM Cribstone Capital Management Augusta, Maine	$40K	+$8.12K	1	0.02%	Increased
1165	FIB First Interstate Bank Billings, Montana	$40K	-$11K	1	0.01%	Reduced
1166	SM Sabby Management Miami Beach, Florida	$40K	-$112K	1	0.01%	Reduced
1167	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$39K	$0	1	0.02%	Maintained
1168	AC Avestar Capital New York	$38K	+$4.78K	4	0.02%	Increased
1169	FRA Front Row Advisors Tiburon, California	$38K	+$117	3	0.02%	Increased
1170	CX Institutional Auburn, Indiana	$37K	+$38.4K	1	0.01%	New
1171	FLI Family Legacy Inc Greenville, South Carolina	$37K	+$38.7K	1	0.03%	New
1172	NSIM North Star Investment Management Chicago, Illinois	$37K	-$13K	1	0%	Reduced
1173	QAM QCI Asset Management Pittsford, New York	$37K	-$25.1K	1	0%	Reduced
1174	LFA Legacy Financial Advisors Covington, Kentucky	$34K	-$1.38K	2	0.01%	Reduced
1175	AIS AlphaOne Investment Services West Chester, Pennsylvania	$33K	-$66.6K	1	0.01%	Reduced