← 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
1176	IP Intellectus Partners San Francisco, California	$31K	$0	1	0.01%	Maintained
1177	KJWM Kiley Juergens Wealth Management Olympia, Washington	$31K	+$34.7K	2	0.03%	New
1178	RBC Roble Belko & Company Sewickley, Pennsylvania	$29K	$0	2	0.01%	Maintained
1179	BWM Baystate Wealth Management Boston, Massachusetts	$28K	$0	2	0%	Maintained
1180	HFP Holistic Financial Partners Indianapolis, Indiana	$28K	+$28.6K	2	0.02%	New
1181	TC Trust Company Manhattan, Kansas	$28K	+$27.4K	1	0.01%	New
1182	CFD Creative Financial Designs Kokomo, Indiana	$26K	-$3.5K	2	0.02%	Reduced
1183	ANBT American National Bank & Trust Wichita Falls, Texas	$24K	+$1.32K	1	0.01%	Increased
1184	Brown Brothers Harriman & Co New York	$23K	-$77.6K	2	0%	Reduced
1185	AIS AlphaOne Investment Services West Chester, Pennsylvania	$22K	$0	1	0.01%	Maintained
1186	OFW Omnia Family Wealth Aventura, Florida	$22K	+$15.3K	2	0.01%	Increased
1187	FFG Ford Financial Group Fresno, California	$21K	+$21.2K	3	0.02%	New
1188	TF Tompkins Financial Ithaca, New York	$20K	+$7.38K	1	0%	Increased
1189	Farmers & Merchants Investments Inc Lincoln, Nebraska	$19K	+$1.55K	2	0%	Increased
1190	SAM Shamrock Asset Management Dallas, Texas	$19K	$0	1	0.01%	Maintained
1191	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$18K	+$17.8K	1	0.02%	New
1192	LJHT Laurie J. Hall Trustee	$18K	$0	1	0.01%	Maintained
1193	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$18K	+$17.8K	1	0%	New
1194	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$17K	-$28.1K	1	0.04%	Reduced
1195	CT CPF Texas Plano, Texas	$16K	+$15.6K	1	0.01%	New
1196	JCM Jacobi Capital Management Pittston, Pennsylvania	$16K	$0	1	0.01%	Maintained
1197	PSC Prentiss Smith & Co Brattleboro, Vermont	$16K	$0	1	0.01%	Maintained
1198	WWM Willingdon Wealth Management Huntersville, North Carolina	$16K	+$15.5K	1	0.01%	New
1199	BWP Baldwin Wealth Partners Marion, Massachusetts	$15K	+$4.18K	2	0%	Increased
1200	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$14K	$0	1	0.01%	Maintained