← 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	VCM Versant Capital Management Phoenix, Arizona	$31K	-$1.45K	2	0.01%	Reduced
1202	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$30K	+$28.5K	1	0.02%	New
1203	Heritage Wealth Advisors Richmond, Virginia	$29K	+$27.8K	1	0.01%	New
1204	FRA Front Row Advisors Tiburon, California	$28K	-$136	3	0.02%	Reduced
1205	CFD Creative Financial Designs Kokomo, Indiana	$27K	-$1K	1	0.02%	Reduced
1206	Destination Wealth Management Walnut Creek, California	$27K	+$4.09K	1	0%	Increased
1207	WAS WESPAC Advisors SoCal Pasadena, California	$27K	+$1.39K	1	0%	New
1208	BWM Baystate Wealth Management Boston, Massachusetts	$26K	-$3.92K	1	0%	Reduced
1209	CH Canton Hathaway Providence, Rhode Island	$26K	+$24.5K	1	0.02%	New
1210	LJHT Laurie J. Hall Trustee	$26K	$0	2	0.01%	Maintained
1211	SCM Southport Capital Management Chattanooga, Tennessee	$26K	+$24.5K	2	0.01%	New
1212	Capstone Investment Advisors New York	$25K	+$23.4K	1	0%	New
1213	Caption Management Oklahoma City, Oklahoma	$25K	+$27.2K	1	0%	New
1214	FA Fortis Advisors Wayne, Pennsylvania	$24K	$0	1	0.01%	Maintained
1215	CJA C-J Advisory San Jose, California	$23K	$0	1	0.02%	Maintained
1216	ICM IMS Capital Management Portland, Oregon	$22K	+$20.4K	1	0.01%	New
1217	TF Tompkins Financial Ithaca, New York	$22K	$0	1	0%	Maintained
1218	VRM Vectors Research Management New York	$22K	+$24.5K	1	0.01%	New
1219	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$22K	+$21.5K	4	0.01%	Increased
1220	SAM Shamrock Asset Management Dallas, Texas	$21K	$0	1	0.01%	Maintained
1221	FEG Financial Enhancement Group Anderson, Indiana	$20K	$0	1	0.01%	Maintained
1222	KJWM Kiley Juergens Wealth Management Olympia, Washington	$20K	$0	2	0.01%	Maintained
1223	TC Trust Company Manhattan, Kansas	$20K	$0	1	0.01%	Maintained
1224	TCM Tradewinds Capital Management Bellingham, Washington	$19K	$0	1	0.01%	Maintained
1225	Farmers & Merchants Investments Inc Lincoln, Nebraska	$18K	-$6.18K	1	0%	Reduced