← 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	BWM Baystate Wealth Management Boston, Massachusetts	$26K	+$574	2	0%	Increased
1202	CFD Creative Financial Designs Kokomo, Indiana	$26K	$0	2	0.02%	Maintained
1203	LJHT Laurie J. Hall Trustee	$25K	+$7.6K	2	0.02%	Increased
1204	TC Trust Company Manhattan, Kansas	$25K	$0	1	0.01%	Maintained
1205	ANBT American National Bank & Trust Wichita Falls, Texas	$22K	-$2.46K	1	0.01%	Reduced
1206	FA Fortis Advisors Wayne, Pennsylvania	$22K	+$23K	1	0.01%	New
1207	JA JOYN Advisors Atlanta, Georgia	$22K	+$22.7K	3	0%	New
1208	AAM Ardevora Asset Management London, United Kingdom	$21K	+$21.1K	1	0%	New
1209	HFP Holistic Financial Partners Indianapolis, Indiana	$21K	-$6.54K	2	0.02%	Reduced
1210	TF Tompkins Financial Ithaca, New York	$20K	$0	1	0%	Maintained
1211	Brinker Capital Investments Berwyn, Pennsylvania	$19K	+$20.9K	1	0%	New
1212	Farmers & Merchants Investments Inc Lincoln, Nebraska	$19K	$0	2	0%	Maintained
1213	FEG Financial Enhancement Group Anderson, Indiana	$19K	+$19.2K	1	0.01%	New
1214	SAM Shamrock Asset Management Dallas, Texas	$19K	$0	1	0.01%	Maintained
1215	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$18K	+$164	1	0.02%	Increased
1216	TCM Tradewinds Capital Management Bellingham, Washington	$18K	+$4.59K	1	0.01%	Increased
1217	FQ First Quadrant Glendale, California	$17K	-$755K	1	0%	Reduced
1218	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$16K	$0	1	0.01%	Maintained
1219	PSC Prentiss Smith & Co Brattleboro, Vermont	$16K	$0	1	0.01%	Maintained
1220	BWP Baldwin Wealth Partners Marion, Massachusetts	$15K	$0	2	0%	Maintained
1221	JCM Jacobi Capital Management Pittston, Pennsylvania	$15K	$0	1	0%	Maintained
1222	CT CPF Texas Plano, Texas	$14K	$0	1	0.01%	Maintained
1223	Destination Wealth Management Walnut Creek, California	$13K	+$12.9K	1	0%	New
1224	FCMT Founders Capital Management (Texas) Houston, Texas	$13K	+$13.8K	1	0.01%	New
1225	TL TrueWealth LLC Atlanta, Georgia	$13K	-$834K	3	0.01%	Reduced