← 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	PWM PRW Wealth Management Quincy, Massachusetts	$6K	+$5.98K	1	0.01%	New
1227	Rockefeller Capital Management New York	$6K	$0	1	0%	Maintained
1228	Allworth Financial Folsom, California	$5K	+$1.35K	2	0%	Increased
1229	CA Centerpoint Advisors Needham, Massachusetts	$5K	$0	2	0%	Maintained
1230	Larson Financial Group St Louis, Missouri	$5K	+$5.24K	1	0%	New
1231	LWM Liberty Wealth Management Oakland, California	$5K	+$5.98K	1	0%	New
1232	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$5K	+$6.49K	1	0.01%	New
1233	Tortoise Capital Advisors Overland Park, Kansas	$5K	+$1.2K	2	0%	Increased
1234	GWS Glassman Wealth Services Vienna, Virginia	$4K	-$16	3	0%	Reduced
1235	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$4K	+$4.37K	1	0%	New
1236	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$3K	+$3.59K	1	0%	New
1237	Capital Analysts LLC Fort Washington, Pennsylvania	$3K	-$647K	1	0%	Reduced
1238	EWA ERTS Wealth Advisors Marquette, Michigan	$3K	+$3.37K	1	0%	New
1239	LWA Lenox Wealth Advisors New York	$3K	-$2K	1	0%	Reduced
1240	O'Shaughnessy Asset Management Stamford, Connecticut	$3K	-$113K	1	0%	Reduced
1241	1NWS 1 North Wealth Services Annapolis, Maryland	$2K	+$2.09K	1	0%	New
1242	HAM Highstreet Asset Management London, Ontario, Canada	$2K	$0	1	0%	Maintained
1243	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2K	$0	1	0%	Maintained
1244	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2K	-$27.3K	1	0%	Reduced
1245	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2K	+$2.51K	1	0%	New
1246	GEA Glen Eagle Advisors Kingston, New Jersey	$1.89K	+$75	1	0%	Increased
1247	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$1K	+$1.27K	1	0%	New
1248	JCM Julex Capital Management Wellesley, Massachusetts	$1K	+$1.47K	1	0%	New
1249	KCM Karp Capital Management Sausalito, California	$1K	+$1.12K	1	0%	New
1250	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$75	1	0%	Increased