← 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	TC Truvestments Capital Sarasota, Florida	$65K	$0	1	0.04%	Maintained
1177	BFC Bedel Financial Consulting Indianapolis, Indiana	$64K	$0	1	0.04%	Maintained
1178	Bogart Wealth LLC Mclean, Virginia	$64K	-$2.47M	1	0.03%	Reduced
1179	ECM Engine Capital Management New York	$64K	$0	1	0.03%	Maintained
1180	CAL Capital Advisors Ltd Shaker Heights, Ohio	$63K	$0	1	0.02%	Maintained
1181	EIP Ellis Investment Partners Berwyn, Pennsylvania	$62K	+$486	1	0.02%	Increased
1182	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$60.3K	$0	1	0.03%	Maintained
1183	NIM NuWave Investment Management Parsippany, New Jersey	$60K	-$176K	1	0.06%	Reduced
1184	Simon Quick Advisors Morristown, New Jersey	$60K	+$58.3K	1	0.03%	New
1185	CB Community Bank Dewitt, New York	$59K	-$5.27K	1	0.01%	Reduced
1186	PWMG Prestige Wealth Management Group Flemington, New Jersey	$57K	$0	1	0.03%	Maintained
1187	GCM Gables Capital Management Miami, Florida	$56K	+$16.2K	1	0.04%	Increased
1188	SWA Sutton Wealth Advisors Tampa, Florida	$55.6K	$0	2	0.03%	Maintained
1189	CF CNA Financial Chicago, Illinois	$54K	-$1.84M	1	0.01%	Reduced
1190	CAC Certified Advisory Corp Altamonte Springs, Florida	$51K	$0	1	0.02%	Maintained
1191	CHC City Holding Co Charleston, West Virginia	$50K	+$4.08K	2	0.01%	Increased
1192	DOA D'Orazio & Associates Falls Church, Virginia	$49K	$0	2	0.02%	Maintained
1193	FRA Front Row Advisors Tiburon, California	$46K	-$479	3	0.03%	Reduced
1194	AW Alpha Windward Westwood, Massachusetts	$45K	$0	1	0.03%	Maintained
1195	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$44K	-$3.73K	1	0.03%	Reduced
1196	KLWA Kelly Lawrence W & Associates Pasadens, California	$44K	$0	1	0.01%	Maintained
1197	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$42K	+$9.32K	1	0.02%	Increased
1198	NSIM North Star Investment Management Chicago, Illinois	$42K	+$40.5K	1	0%	New
1199	Heritage Wealth Advisors Richmond, Virginia	$41K	$0	1	0.01%	Maintained
1200	ONST Old North State Trust Greensboro, North Carolina	$41K	+$13.1K	1	0.03%	Increased