← 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	RFM Royal Fund Management Lady Lake, Florida	$2K	+$1.93K	1	0%	Increased
1252	IAS INR Advisory Services Media, Pennsylvania	$1K	+$1.47K	1	0%	New
1253	ML McAdam LLC Philadelphia, Pennsylvania	$1K	$0	1	0%	Maintained
1254	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$77	1	0%	Increased
1255	NSB Norway Savings Bank Portland, Maine	$1K	+$619	1	0%	New
1256	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	+$387	1	0%	New
1257	TC Trilogy Capital Irvine, California	$1K	+$1.13K	2	0%	New
1258	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$1K	$0	2	0%	Maintained
1259	EWM Elmwood Wealth Management Berkeley, California	$747	$0	1	0%	Maintained
1260	3C 361 Capital Denver, Colorado	$0	-$1.38M	0	–	Closed
1261	Acadian Asset Management Boston, Massachusetts	$0	-$1.39M	0	–	Closed
1262	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$0	-$1K	0	–	Closed
1263	AIM Advantage Investment Management Cedar Rapids, Iowa	$0	-$10K	0	–	Closed
1264	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$0	-$18K	0	–	Closed
1265	AL AJO LP Philadelphia, Pennsylvania	$0	-$22.1M	0	–	Closed
1266	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$111K	0	–	Closed
1267	AG Appleton Group Appleton, Wisconsin	$0	-$207K	0	–	Closed
1268	Avantax Planning Partners Dubuque, Iowa	$0	-$194K	0	–	Closed
1269	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$13.2M	0	–	Closed
1270	Ballentine Partners Waltham, Massachusetts	$0	-$201K	0	–	Closed
1271	BWM BigSur Wealth Management Miami, Florida	$0	-$211K	0	–	Closed
1272	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$1.14M	0	–	Closed
1273	BAPIM British Airways Pensions Investment Management London, United Kingdom	$0	-$16.4M	0	–	Closed
1274	Capital World Investors Los Angeles, California	$0	-$102M	0	–	Closed
1275	CA CastleArk Alternatives Chicago, Illinois	$0	-$241K	0	–	Closed