← 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
1201	Catalyst Capital Advisors Huntington, New York	$13K	-$1.17M	1	0%	Reduced
1202	PHK Point72 Hong Kong Hong Kong	$13K	+$15.5K	1	0.01%	New
1203	TCM Tradewinds Capital Management Bellingham, Washington	$13K	$0	1	0.01%	Maintained
1204	WCM Whitener Capital Management Rocky Mount, North Carolina	$13K	+$13.7K	2	0.01%	New
1205	AWM Avondale Wealth Management West Lake Hills, Texas	$12K	+$11.7K	1	0.01%	New
1206	NCM New Capital Management Houston, Texas	$12K	+$78	1	0.01%	Increased
1207	MSA Marino Stram & Associates Braintree, Massachusetts	$11K	+$10.9K	1	0.01%	New
1208	MFW Mosaic Family Wealth St. Louis, Missouri	$11K	$0	1	0%	Maintained
1209	WAM Watermark Asset Management San Ramon, California	$11K	$0	1	0%	Maintained
1210	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$10K	$0	2	0.01%	Maintained
1211	TDC Thompson Davis & Co Richmond, Virginia	$9K	-$150K	1	0.02%	Reduced
1212	WIM Westside Investment Management Santa Monica, California	$8.97K	+$2.47K	2	0%	Increased
1213	ATC Adirondack Trust Company Saratoga Springs, New York	$8K	$0	1	0.01%	Maintained
1214	PWM Paulson Wealth Management Wheaton, Illinois	$8K	+$8.01K	1	0.01%	New
1215	TCI Wealth Advisors Tucson, Arizona	$8K	-$5.75K	2	0%	Reduced
1216	KTM Keeler Thomas Management Orem, Utah	$7K	+$7.77K	1	0.01%	New
1217	ME McIlrath & Eck Arlington, Washington	$7K	+$6.92K	1	0%	New
1218	AFNAS American Financial Network Advisory Services Calabasas, California	$6K	-$2K	1	0%	Reduced
1219	Fuller & Thaler Asset Management San Mateo, California	$6K	+$7.25K	1	0%	New
1220	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$6K	+$6.84K	1	0.01%	New
1221	SWMG Signature Wealth Management Group Atlanta, Georgia	$6K	+$6.22K	1	0%	New
1222	LWA Lenox Wealth Advisors New York	$5K	+$5.48K	2	0%	New
1223	PCA Providence Capital Advisors Charlotte, North Carolina	$5K	+$5.4K	1	0%	New
1224	SFSIG San Francisco Sentry Investment Group San Francisco, California	$5K	-$2.8K	1	0%	Reduced
1225	SIS Sound Income Strategies Ft Lauderdale, Florida	$4K	+$3.96K	2	0%	New