← 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	JFA JNBA Financial Advisors Bloomington, Minnesota	$19K	-$9.12K	2	0%	Reduced
1227	EIM Essex Investment Management Boston, Massachusetts	$18K	$0	1	0%	Maintained
1228	TCM Tradewinds Capital Management Bellingham, Washington	$18K	$0	1	0.01%	Maintained
1229	FFC First Financial Corp Terre Haute, Indiana	$17K	+$324	1	0.01%	Increased
1230	FCMT Founders Capital Management (Texas) Houston, Texas	$17K	$0	1	0.01%	Maintained
1231	TA Thor Advisors New York	$17K	+$16.7K	1	0.02%	New
1232	WOC West Oak Capital Westlake Village, California	$16K	$0	1	0.01%	Maintained
1233	WAS Winch Advisory Services Appleton, Wisconsin	$16K	+$162	1	0.01%	Increased
1234	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$15K	+$14.4K	1	0%	New
1235	FGAM Financial Gravity Asset Management Lakeway, Texas	$15K	-$3.65K	2	0.01%	Reduced
1236	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$15K	+$6.72K	1	0.01%	Increased
1237	TF TimeScale Financial Danvers, Massachusetts	$15K	$0	1	0.01%	Maintained
1238	Advisory Alpha Holland, Michigan	$14.6K	+$15.3K	2	0%	New
1239	APW Acima Private Wealth Richmond, Virginia	$14K	+$14.2K	1	0.01%	New
1240	IAS IMA Advisory Services Denver, Colorado	$14K	$0	1	0.01%	Maintained
1241	BWM Baystate Wealth Management Boston, Massachusetts	$13K	+$81	1	0%	Increased
1242	Peregrine Capital Management Minneapolis, Minnesota	$13K	$0	1	0%	Maintained
1243	ATC Adirondack Trust Company Saratoga Springs, New York	$12K	+$4.05K	1	0.01%	Increased
1244	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$12K	-$133K	1	0%	Reduced
1245	GWS Glassman Wealth Services Vienna, Virginia	$12K	-$509	4	0%	Reduced
1246	NCM New Capital Management Houston, Texas	$12K	$0	1	0.01%	Maintained
1247	RWM Raffa Wealth Management Washington, District of Columbia	$11.7K	+$11.4K	1	0%	New
1248	BWP Baldwin Wealth Partners Marion, Massachusetts	$11K	$0	1	0%	Maintained
1249	NIC Northwest Investment Counselors Lake Oswego, Oregon	$11K	+$10.5K	1	0%	New
1250	TFO Tarbox Family Office Newport Beach, California	$11K	$0	2	0%	Maintained