← 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	Rockefeller Capital Management New York	$8K	+$9.11K	1	0%	New
1227	WIM Westside Investment Management Santa Monica, California	$7.48K	+$155	2	0%	Increased
1228	ATC Adirondack Trust Company Saratoga Springs, New York	$7K	$0	1	0%	Maintained
1229	GWS Glassman Wealth Services Vienna, Virginia	$7K	+$1.03K	3	0%	Increased
1230	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$7K	$0	1	0%	Maintained
1231	CWM Cedar Wealth Management Walnut Creek, California	$6K	+$6.77K	2	0%	New
1232	SWMG Signature Wealth Management Group Atlanta, Georgia	$6K	$0	1	0%	Maintained
1233	AWM AllSquare Wealth Management Albany, New York	$5K	+$5.51K	2	0%	Increased
1234	Allworth Financial Folsom, California	$5K	-$6.98K	2	0%	Reduced
1235	CIA CSat Investment Advisory Detroit, Michigan	$5K	+$4.72K	1	0%	New
1236	NL NVWM LLC Yardley, Pennsylvania	$5K	+$5.03K	1	0%	New
1237	OWA One Wealth Advisors San Francisco, California	$5K	-$2K	1	0%	Reduced
1238	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$5K	-$4K	1	0.01%	Reduced
1239	SFSIG San Francisco Sentry Investment Group San Francisco, California	$5K	$0	1	0%	Maintained
1240	Tortoise Capital Advisors Overland Park, Kansas	$5K	$0	2	0%	Maintained
1241	PCA Providence Capital Advisors Charlotte, North Carolina	$4K	$0	1	0%	Maintained
1242	CFC Coyle Financial Counsel Glenview, Illinois	$3K	+$3.56K	1	0%	New
1243	FPFS First Personal Financial Services Charlotte, North Carolina	$3K	-$3.18M	1	0%	Reduced
1244	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$3.18K	1	0.01%	New
1245	VIA Vantage Investment Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1246	GEA Glen Eagle Advisors Kingston, New Jersey	$2.03K	$0	1	0%	Maintained
1247	HMS Hanseatic Management Services Albuquerque, New Mexico	$2K	$0	1	0%	Maintained
1248	HCM Hilton Capital Management Garden City, New York	$2K	+$2.32K	1	0%	New
1249	HI Hudock Inc Williamsport, Pennsylvania	$2K	$0	1	0%	Maintained
1250	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$2K	+$1.86K	1	0%	New