← 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	HM Payson & Co Portland, Maine	$33K	$0	1	0%	Maintained
1177	JCM Jacobi Capital Management Pittston, Pennsylvania	$32K	+$18.6K	1	0.01%	Increased
1178	VCM Versant Capital Management Phoenix, Arizona	$32K	$0	2	0.01%	Maintained
1179	SMFS Squar Milner Financial Services Irvine, California	$31K	+$31.7K	2	0.03%	New
1180	BAM Bruderman Asset Management Locust Valley, New York	$30K	+$232	1	0.01%	Increased
1181	Country Trust Bank Bloomington, Illinois	$30K	$0	1	0%	Maintained
1182	HCM Horrell Capital Management Little Rock, Arkansas	$30K	$0	1	0.02%	Maintained
1183	ACS Archford Capital Strategies Swansea, Illinois	$29K	$0	2	0.01%	Maintained
1184	IP Intellectus Partners San Francisco, California	$29K	$0	1	0.01%	Maintained
1185	LWA Lenox Wealth Advisors New York	$29K	+$24.1K	2	0.01%	Increased
1186	BWM Baystate Wealth Management Boston, Massachusetts	$28K	+$3.94K	2	0%	Increased
1187	RBC Roble Belko & Company Sewickley, Pennsylvania	$28K	$0	2	0.01%	Maintained
1188	CFD Creative Financial Designs Kokomo, Indiana	$25K	$0	2	0.01%	Maintained
1189	TD Ameritrade Investment Management Omaha, Nebraska	$24K	+$25K	2	0%	New
1190	JFA JNBA Financial Advisors Bloomington, Minnesota	$23K	+$16.4K	2	0%	Increased
1191	KJWM Kiley Juergens Wealth Management Olympia, Washington	$23K	+$40.7K	2	0.02%	New
1192	LJHT Laurie J. Hall Trustee	$23K	$0	2	0.01%	Maintained
1193	Farmers & Merchants Investments Inc Lincoln, Nebraska	$22K	+$5.25K	2	0%	Increased
1194	TC Trust Company Manhattan, Kansas	$22K	$0	1	0.01%	Maintained
1195	FA Fortis Advisors Wayne, Pennsylvania	$21K	$0	1	0.01%	Maintained
1196	CJA C-J Advisory San Jose, California	$20K	-$10.4K	1	0.01%	Reduced
1197	Destination Wealth Management Walnut Creek, California	$19K	+$7.74K	1	0%	Increased
1198	FQ First Quadrant Glendale, California	$19K	+$5K	1	0%	Increased
1199	TF Tompkins Financial Ithaca, New York	$19K	$0	1	0%	Maintained
1200	IAS IMA Advisory Services Denver, Colorado	$18K	+$18.9K	2	0.01%	New