← 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
1226	Tortoise Capital Advisors Overland Park, Kansas	$4K	+$4.91K	2	0%	New
1227	ACM Armbruster Capital Management Pittsford, New York	$3K	+$2.81K	1	0%	New
1228	RFM Royal Fund Management Lady Lake, Florida	$3K	+$2.25K	1	0%	Increased
1229	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$3K	+$4K	1	0%	New
1230	VIA Vantage Investment Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1231	GEA Glen Eagle Advisors Kingston, New Jersey	$2.11K	+$78	1	0%	Increased
1232	BAM Barrett Asset Management New York	$2K	+$1.87K	1	0%	New
1233	CAC Certified Advisory Corp Altamonte Springs, Florida	$2K	+$2.33K	1	0%	New
1234	GWS Glassman Wealth Services Vienna, Virginia	$2K	+$1.72K	2	0%	New
1235	HFM Hartford Financial Management Hartford, Connecticut	$2K	$0	1	0%	Maintained
1236	HI Hudock Inc Williamsport, Pennsylvania	$2K	$0	1	0%	Maintained
1237	Pathstone Family Office Englewood, New Jersey	$2K	+$2.33K	1	0%	New
1238	PS Portfolio Solutions Royal Oak, Michigan	$2K	+$2.18K	1	0%	New
1239	PW Price Wealth Austin, Texas	$2K	+$2.18K	1	0%	New
1240	SWP Strategic Wealth Partners Independence, Ohio	$2K	+$1.8K	1	0%	New
1241	WA WealthTrust-Arizona Scottsdale, Arizona	$2K	$0	1	0%	Maintained
1242	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2K	$0	1	0%	Maintained
1243	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$1K	+$1.27K	1	0%	New
1244	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1K	+$933	1	0%	New
1245	FMA FNY Managed Accounts New York	$1K	-$4.66K	1	0%	Reduced
1246	OAJ Ogorek Anthony Joseph Williamsville, New York	$1K	$0	1	0%	Maintained
1247	RIA RPG Investment Advisory Pleasanton, California	$1K	$0	1	0%	Maintained
1248	WAS WESPAC Advisors SoCal Pasadena, California	$1K	$0	1	0%	Maintained
1249	1832 Asset Management Toronto, Ontario, Canada	$0	-$4.63M	0	–	Closed
1250	AC Alexandria Capital Arlington, Virginia	$0	-$24K	0	–	Closed