← 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	FPFS First Personal Financial Services Charlotte, North Carolina	$23K	+$15.5K	2	0.01%	Increased
1252	POIA Pin Oak Investment Advisors Houston, Texas	$23K	$0	1	0.02%	Maintained
1253	CJA C-J Advisory San Jose, California	$22K	$0	1	0.01%	Maintained
1254	FBT First Bank & Trust Brookings, South Dakota	$21K	+$19.4K	3	0.02%	New
1255	NCM Next Capital Management New York	$21K	+$21.6K	2	0.01%	New
1256	QAM QCI Asset Management Pittsford, New York	$21K	$0	1	0%	Maintained
1257	TF Tompkins Financial Ithaca, New York	$21K	$0	1	0%	Maintained
1258	SAM Shamrock Asset Management Dallas, Texas	$20K	$0	1	0.01%	Maintained
1259	PMFA Plante Moran Financial Advisors Southfield, Michigan	$19K	$0	1	0.01%	Maintained
1260	Destination Wealth Management Walnut Creek, California	$18K	-$8.26K	1	0%	Reduced
1261	EIM Essex Investment Management Boston, Massachusetts	$18K	$0	1	0%	Maintained
1262	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$18K	-$151K	2	0%	Reduced
1263	FGAM Financial Gravity Asset Management Lakeway, Texas	$18K	-$11.3K	2	0.01%	Reduced
1264	TCM Tradewinds Capital Management Bellingham, Washington	$18K	$0	1	0.01%	Maintained
1265	FFC First Financial Corp Terre Haute, Indiana	$17K	$0	1	0.01%	Maintained
1266	FCMT Founders Capital Management (Texas) Houston, Texas	$17K	$0	1	0.02%	Maintained
1267	JWM Janiczek Wealth Management Denver, Colorado	$17K	+$16.6K	1	0.01%	New
1268	MassMutual Private Wealth & Trust Windsor, Connecticut	$17K	-$16.2K	2	0%	Reduced
1269	WAS Winch Advisory Services Appleton, Wisconsin	$16K	+$12.1K	1	0.01%	Increased
1270	TF TimeScale Financial Danvers, Massachusetts	$15K	+$14.6K	1	0.01%	New
1271	IAS IMA Advisory Services Denver, Colorado	$14K	-$2K	1	0.01%	Reduced
1272	WOC West Oak Capital Westlake Village, California	$14K	$0	1	0.01%	Maintained
1273	BWM Baystate Wealth Management Boston, Massachusetts	$13K	+$81	1	0%	Increased
1274	MF Manchester Financial Westlake Village, California	$13K	+$12.9K	1	0.01%	New
1275	TFA Transamerica Financial Advisors St. Petersburg, Florida	$13K	+$11.8K	1	0%	New