← 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
1251	LWA Lenox Wealth Advisors New York	$5K	$0	2	0%	Maintained
1252	Pathstone Family Office Englewood, New Jersey	$4K	+$1.98K	2	0%	Increased
1253	PCA Providence Capital Advisors Charlotte, North Carolina	$4K	$0	1	0%	Maintained
1254	Tortoise Capital Advisors Overland Park, Kansas	$4K	$0	2	0%	Maintained
1255	SC Slow Capital Greenbrae, California	$3K	+$3.62K	1	0%	New
1256	VIA Vantage Investment Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1257	GEA Glen Eagle Advisors Kingston, New Jersey	$2.15K	$0	1	0%	Maintained
1258	HMS Hanseatic Management Services Albuquerque, New Mexico	$2K	-$441K	1	0%	Reduced
1259	HI Hudock Inc Williamsport, Pennsylvania	$2K	+$82	1	0%	Increased
1260	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$2K	+$1.62K	2	0%	New
1261	SLF Sun Life Financial Toronto, Ontario, Canada	$1.8K	-$136K	1	0.02%	Reduced
1262	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$1K	$0	1	0%	Maintained
1263	ML McAdam LLC Philadelphia, Pennsylvania	$1K	+$821	1	0%	New
1264	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$739	1	0%	Increased
1265	WAS WESPAC Advisors SoCal Pasadena, California	$1K	$0	1	0%	Maintained
1266	EWM Elmwood Wealth Management Berkeley, California	$799	+$821	1	0%	New
1267	ED Exane Derivatives Paris, France	$79	-$839K	1	0%	Reduced
1268	Advent Capital Management New York	$0	-$3.95M	0	–	Closed
1269	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1270	Alyeska Investment Group Chicago, Illinois	$0	-$1.61M	0	–	Closed
1271	AFNAS American Financial Network Advisory Services Calabasas, California	$0	-$6K	0	–	Closed
1272	ACM Armbruster Capital Management Pittsford, New York	$0	-$3K	0	–	Closed
1273	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$828K	0	–	Closed
1274	AJ Ashburton (Jersey) St Helier, Jersey	$0	-$969K	0	–	Closed
1275	AWM Avondale Wealth Management West Lake Hills, Texas	$0	-$12K	0	–	Closed