← 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	LF Lee Financial Dallas, Texas	$18K	-$8.3K	2	0%	Reduced
1202	SAM Shamrock Asset Management Dallas, Texas	$18K	$0	1	0.01%	Maintained
1203	TCI Wealth Advisors Tucson, Arizona	$18K	+$11.6K	2	0.01%	Increased
1204	AP Arlington Partners Birmingham, Alabama	$17K	+$18K	1	0.02%	New
1205	AFP Ausdal Financial Partners Davenport, Iowa	$17K	+$23.6K	1	0.01%	New
1206	FEG Financial Enhancement Group Anderson, Indiana	$17K	$0	1	0.01%	Maintained
1207	FCMT Founders Capital Management (Texas) Houston, Texas	$17K	+$6.32K	1	0.01%	Increased
1208	TCM Tradewinds Capital Management Bellingham, Washington	$17K	$0	1	0.01%	Maintained
1209	Brinker Capital Investments Berwyn, Pennsylvania	$16K	$0	1	0%	Maintained
1210	LPC Loeb Partners Corp New York	$16K	+$21K	1	0%	New
1211	BWP Baldwin Wealth Partners Marion, Massachusetts	$15K	$0	2	0%	Maintained
1212	CA Centerpoint Advisors Needham, Massachusetts	$15K	+$4.54K	2	0.01%	Increased
1213	FFC First Financial Corp Terre Haute, Indiana	$15K	-$15.5K	1	0.01%	Reduced
1214	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$15K	$0	1	0.01%	Maintained
1215	PSC Prentiss Smith & Co Brattleboro, Vermont	$15K	$0	1	0.01%	Maintained
1216	WOC West Oak Capital Westlake Village, California	$13.4K	$0	1	0.01%	Maintained
1217	CT CPF Texas Plano, Texas	$12K	$0	1	0.01%	Maintained
1218	MSA Marino Stram & Associates Braintree, Massachusetts	$12K	+$1.55K	1	0.01%	Increased
1219	NCM New Capital Management Houston, Texas	$11K	$0	1	0.02%	Maintained
1220	OFW Omnia Family Wealth Aventura, Florida	$11K	$0	2	0.01%	Maintained
1221	SIS Sound Income Strategies Ft Lauderdale, Florida	$11K	+$3.38K	4	0.01%	Increased
1222	RWM Raffa Wealth Management Washington, District of Columbia	$10.5K	+$3.87K	1	0%	Increased
1223	WAM Watermark Asset Management San Ramon, California	$10K	$0	1	0%	Maintained
1224	Fuller & Thaler Asset Management San Mateo, California	$9K	+$3.48K	1	0%	Increased
1225	ANBT American National Bank & Trust Wichita Falls, Texas	$8K	-$12.3K	1	0%	Reduced