← 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	PGA Premia Global Advisors Coral Gables, Florida	$46K	+$1.87K	2	0.04%	Increased
1177	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$44.4K	-$26.3K	1	0.03%	Reduced
1178	HM Payson & Co Portland, Maine	$43K	$0	1	0%	Maintained
1179	PW Price Wealth Austin, Texas	$43K	+$42K	1	0.03%	Increased
1180	RM Resource Management Metairie, Louisiana	$43K	$0	1	0.01%	Maintained
1181	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$42K	+$42.8K	1	0.02%	New
1182	FRA Front Row Advisors Tiburon, California	$40K	+$1.3K	3	0.03%	Increased
1183	OPWM Oak Point Wealth Management Portage, Michigan	$39K	$0	1	0.04%	Maintained
1184	AC Avestar Capital New York	$38K	-$13.5K	4	0.02%	Reduced
1185	LFA Legacy Financial Advisors Covington, Kentucky	$36K	+$1.23K	3	0.01%	Increased
1186	CCM Cribstone Capital Management Augusta, Maine	$35K	-$328	1	0.02%	Reduced
1187	OneDigital Investment Advisors Overland Park, Kansas	$35K	-$26.3K	1	0.01%	Reduced
1188	VCM Versant Capital Management Phoenix, Arizona	$35K	-$22.8K	2	0.01%	Reduced
1189	Country Trust Bank Bloomington, Illinois	$33K	$0	1	0%	Maintained
1190	ACS Archford Capital Strategies Swansea, Illinois	$32K	+$33.4K	2	0.01%	New
1191	BAM Bruderman Asset Management Locust Valley, New York	$32K	+$33.1K	1	0.01%	New
1192	FFC First Financial Corp Terre Haute, Indiana	$32K	$0	1	0.02%	Maintained
1193	HCM Horrell Capital Management Little Rock, Arkansas	$32K	$0	1	0.02%	Maintained
1194	CJA C-J Advisory San Jose, California	$31K	-$1.56K	1	0.02%	Reduced
1195	IP Intellectus Partners San Francisco, California	$31K	$0	1	0.01%	Maintained
1196	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$31K	-$120K	1	0%	Reduced
1197	ZB Zions Bancorporation Salt Lake City, Utah	$30K	-$58.6K	2	0.01%	Reduced
1198	LF Lee Financial Dallas, Texas	$29K	-$3.06K	2	0.01%	Reduced
1199	LWS Lucia Wealth Services San Diego, California	$29K	+$30K	1	0.01%	New
1200	RBC Roble Belko & Company Sewickley, Pennsylvania	$29K	$0	2	0.01%	Maintained