← 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	APW Acima Private Wealth Richmond, Virginia	$11K	+$12.5K	2	0.01%	New
1202	Destination Wealth Management Walnut Creek, California	$11K	-$11.2K	1	0%	Reduced
1203	FSA Fort Sheridan Advisors Highland Park, Illinois	$11K	+$16K	1	0.01%	New
1204	FPB First PREMIER Bank Sioux Falls, South Dakota	$10K	+$11.8K	2	0.01%	New
1205	NCM New Capital Management Houston, Texas	$10K	$0	1	0.02%	Maintained
1206	POIA Pin Oak Investment Advisors Houston, Texas	$10K	+$10.7K	1	0.01%	New
1207	RWM Raffa Wealth Management Washington, District of Columbia	$9.68K	$0	1	0%	Maintained
1208	BWP Baldwin Wealth Partners Marion, Massachusetts	$9K	-$5K	1	0%	Reduced
1209	CWA Clarus Wealth Advisors Peoria, Arizona	$9K	-$3.92K	2	0.01%	Reduced
1210	KPW Kore Private Wealth New York	$9K	+$9.34K	2	0%	New
1211	MFW Mosaic Family Wealth St. Louis, Missouri	$9K	-$47.6K	1	0%	Reduced
1212	TL TrueWealth LLC Atlanta, Georgia	$9K	-$1.4K	3	0%	Reduced
1213	W WealthOne Albany, New York	$9K	+$9.95K	1	0.01%	New
1214	CIA CSat Investment Advisory Detroit, Michigan	$8K	+$3.67K	1	0%	Increased
1215	RCG Ruggie Capital Group Tavares, Florida	$8K	+$8.38K	1	0%	New
1216	TCI Wealth Advisors Tucson, Arizona	$8K	-$19.2K	2	0%	Reduced
1217	ATC Adirondack Trust Company Saratoga Springs, New York	$7K	$0	1	0.01%	Maintained
1218	Brinker Capital Investments Berwyn, Pennsylvania	$7K	-$7.89K	1	0%	Reduced
1219	FPFS First Personal Financial Services Charlotte, North Carolina	$7K	$0	2	0%	Maintained
1220	IC Inscription Capital Houston, Texas	$7K	+$9.13K	1	0%	New
1221	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$7K	$0	1	0%	Maintained
1222	TFO Tarbox Family Office Newport Beach, California	$7K	$0	1	0%	Maintained
1223	AQA Alpha Quant Advisors Irving, Texas	$6K	+$6.24K	1	0.01%	New
1224	Buckingham Strategic Wealth Clayton, Missouri	$6K	-$206K	1	0%	Reduced
1225	OFW Omnia Family Wealth Aventura, Florida	$6K	-$4.34K	2	0%	Reduced