← 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	FQ First Quadrant Glendale, California	$18K	$0	1	0%	Maintained
1227	WC Whitney & Co Rochester, New York	$18K	+$19.5K	1	0%	New
1228	BWP Baldwin Wealth Partners Marion, Massachusetts	$17K	$0	2	0%	Maintained
1229	FFC First Financial Corp Terre Haute, Indiana	$17K	$0	1	0.01%	Maintained
1230	IAS IMA Advisory Services Denver, Colorado	$17K	-$3.76K	2	0.01%	Reduced
1231	PSC Prentiss Smith & Co Brattleboro, Vermont	$17K	$0	1	0.01%	Maintained
1232	TFA Transamerica Financial Advisors St. Petersburg, Florida	$17K	+$15.2K	1	0%	Increased
1233	RM Resource Management Metairie, Louisiana	$16K	-$83K	1	0%	Reduced
1234	Brinker Capital Investments Berwyn, Pennsylvania	$15K	$0	1	0%	Maintained
1235	FCMT Founders Capital Management (Texas) Houston, Texas	$15K	$0	1	0.01%	Maintained
1236	AFP Ausdal Financial Partners Davenport, Iowa	$14K	$0	1	0%	Maintained
1237	CWA Clarus Wealth Advisors Peoria, Arizona	$14K	-$42.5K	3	0.01%	Reduced
1238	MSA Marino Stram & Associates Braintree, Massachusetts	$14K	$0	1	0.01%	Maintained
1239	NFG Next Financial Group Houston, Texas	$14K	+$14K	2	0.01%	New
1240	NCM New Capital Management Houston, Texas	$13K	$0	1	0.02%	Maintained
1241	OFW Omnia Family Wealth Aventura, Florida	$13K	$0	2	0.01%	Maintained
1242	WOC West Oak Capital Westlake Village, California	$12.6K	$0	1	0.01%	Maintained
1243	RWM Raffa Wealth Management Washington, District of Columbia	$12.2K	$0	1	0%	Maintained
1244	TL TrueWealth LLC Atlanta, Georgia	$12K	-$31.6K	3	0.01%	Reduced
1245	WAM Watermark Asset Management San Ramon, California	$12K	$0	1	0.01%	Maintained
1246	CT CPF Texas Plano, Texas	$11K	$0	1	0.01%	Maintained
1247	SFSIG San Francisco Sentry Investment Group San Francisco, California	$11K	+$5.15K	1	0%	Increased
1248	Twin Tree Management Dallas, Texas	$11K	-$696K	1	0%	Reduced
1249	ANBT American National Bank & Trust Wichita Falls, Texas	$10K	$0	1	0%	Maintained
1250	FPFS First Personal Financial Services Charlotte, North Carolina	$10K	+$6.13K	2	0%	Increased