← 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	WCM Whitener Capital Management Rocky Mount, North Carolina	$13K	$0	2	0.01%	Maintained
1227	Allworth Financial Folsom, California	$12K	+$14.1K	2	0%	New
1228	CA Centerpoint Advisors Needham, Massachusetts	$12K	+$12.1K	1	0.01%	New
1229	NCM New Capital Management Houston, Texas	$12K	$0	1	0.03%	Maintained
1230	OFW Omnia Family Wealth Aventura, Florida	$12K	-$10.8K	2	0.01%	Reduced
1231	WOC West Oak Capital Westlake Village, California	$11.6K	-$34K	1	0.01%	Reduced
1232	MSA Marino Stram & Associates Braintree, Massachusetts	$11K	$0	1	0.01%	Maintained
1233	SFM Signet Financial Management Parsippany, New Jersey	$11K	+$11.7K	1	0%	New
1234	WAM Watermark Asset Management San Ramon, California	$11K	$0	1	0%	Maintained
1235	AIM Advantage Investment Management Cedar Rapids, Iowa	$10K	-$29K	1	0%	Reduced
1236	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$10K	$0	2	0.01%	Maintained
1237	WIM Westside Investment Management Santa Monica, California	$8.78K	$0	2	0%	Maintained
1238	ATC Adirondack Trust Company Saratoga Springs, New York	$8K	$0	1	0.01%	Maintained
1239	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$8K	-$6.48K	1	0%	Reduced
1240	TCI Wealth Advisors Tucson, Arizona	$8K	$0	2	0%	Maintained
1241	RWM Raffa Wealth Management Washington, District of Columbia	$7.27K	+$7.47K	1	0%	New
1242	JFA JNBA Financial Advisors Bloomington, Minnesota	$7K	+$7.38K	1	0%	New
1243	ME McIlrath & Eck Arlington, Washington	$7K	$0	1	0%	Maintained
1244	OWA One Wealth Advisors San Francisco, California	$7K	-$188K	2	0.01%	Reduced
1245	SIS Sound Income Strategies Ft Lauderdale, Florida	$7K	+$3.82K	3	0%	Increased
1246	Fuller & Thaler Asset Management San Mateo, California	$6K	+$345	1	0%	Increased
1247	GWS Glassman Wealth Services Vienna, Virginia	$6K	+$4.67K	2	0%	Increased
1248	SFSIG San Francisco Sentry Investment Group San Francisco, California	$6K	$0	1	0%	Maintained
1249	SWMG Signature Wealth Management Group Atlanta, Georgia	$6K	$0	1	0%	Maintained
1250	Brown Brothers Harriman & Co New York	$5K	-$18.9K	1	0%	Reduced