← 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	SNT Security National Trust Wheeling, West Virginia	$32K	-$40K	1	0.01%	Reduced
1227	CCM Cribstone Capital Management Augusta, Maine	$31K	+$991	1	0.02%	Increased
1228	IP Intellectus Partners San Francisco, California	$31K	$0	1	0.01%	Maintained
1229	Kistler-Tiffany Companies Berwyn, Pennsylvania	$31K	$0	1	0.01%	Maintained
1230	FGAM Financial Gravity Asset Management Lakeway, Texas	$30K	+$27.5K	3	0.02%	New
1231	Roble Belko & Company Sewickley, Pennsylvania	$30K	$0	2	0.01%	Maintained
1232	WAS WESPAC Advisors SoCal Pasadena, California	$30K	+$27.6K	2	0.02%	Increased
1233	Asset Dedication LLC San Francisco, California	$28K	$0	1	0.01%	Maintained
1234	PVH Psagot Value Holdings Tel Aviv, Israel	$28K	+$2.33K	1	0%	Increased
1235	Heritage Wealth Advisors Richmond, Virginia	$27.4K	$0	1	0%	Maintained
1236	Farmers & Merchants Investments Inc Lincoln, Nebraska	$27K	+$9.8K	2	0%	Increased
1237	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$27K	$0	1	0.02%	Maintained
1238	WWM Willingdon Wealth Management Huntersville, North Carolina	$27K	+$26K	1	0.01%	New
1239	Destination Wealth Management Walnut Creek, California	$26K	+$12.4K	1	0%	Increased
1240	ONST Old North State Trust Greensboro, North Carolina	$26K	+$5.34K	1	0.02%	Increased
1241	LWM Lenox Wealth Management Cincinnati, Ohio	$24K	+$22.9K	1	0.01%	New
1242	VRM Vectors Research Management New York	$24K	$0	1	0.01%	Maintained
1243	LJHT Laurie J. Hall Trustee	$23K	$0	2	0.01%	Maintained
1244	NL NKCFO LLC Geneva, Illinois	$23K	$0	1	0.02%	Maintained
1245	CJA C-J Advisory San Jose, California	$22K	$0	1	0.01%	Maintained
1246	POIA Pin Oak Investment Advisors Houston, Texas	$22K	+$10.4K	1	0.02%	Increased
1247	Tompkins Financial Ithaca, New York	$21K	$0	1	0%	Maintained
1248	Shelton Capital Management Denver, Colorado	$20.6K	-$1.26M	3	0.08%	Reduced
1249	QCI Asset Management Pittsford, New York	$20K	-$18.2K	1	0%	Reduced
1250	SAM Shamrock Asset Management Dallas, Texas	$20K	$0	1	0.02%	Maintained