← 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
1276	FEG Financial Enhancement Group Anderson, Indiana	$10K	-$8.77K	1	0%	Reduced
1277	TL TrueWealth LLC Atlanta, Georgia	$10K	-$365	3	0%	Reduced
1278	Advisory Alpha Holland, Michigan	$9.57K	+$8.99K	2	0%	New
1279	CIA CSat Investment Advisory Detroit, Michigan	$9K	-$610	1	0%	Reduced
1280	GWS Glassman Wealth Services Vienna, Virginia	$9K	+$3.61K	4	0%	Increased
1281	ATC Adirondack Trust Company Saratoga Springs, New York	$8K	$0	1	0.01%	Maintained
1282	CH CVI Holdings Wilmington, Delaware	$8K	+$15.9K	1	0.01%	New
1283	LWA Lenox Wealth Advisors New York	$8K	+$3.35K	2	0%	Increased
1284	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$8K	$0	1	0%	Maintained
1285	TFO Tarbox Family Office Newport Beach, California	$8K	$0	1	0%	Maintained
1286	TCI Wealth Advisors Tucson, Arizona	$8K	-$1.75K	2	0%	Reduced
1287	FPFS First Personal Financial Services Charlotte, North Carolina	$7K	-$1.6K	2	0%	Reduced
1288	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$7K	+$2.35K	1	0%	Increased
1289	LWM Liberty Wealth Management Oakland, California	$7K	+$1.3K	1	0.01%	Increased
1290	NIM NuWave Investment Management Parsippany, New Jersey	$7K	-$87.7K	1	0.01%	Reduced
1291	OFW Omnia Family Wealth Aventura, Florida	$7K	$0	2	0%	Maintained
1292	OWA One Wealth Advisors San Francisco, California	$7K	+$6.79K	1	0.01%	New
1293	B Bridgeworth Birmingham, Alabama	$6K	$0	1	0%	Maintained
1294	Larson Financial Group St Louis, Missouri	$6K	$0	1	0%	Maintained
1295	SIS Sound Income Strategies Ft Lauderdale, Florida	$6K	-$52.4K	3	0%	Reduced
1296	TIM Tortoise Investment Management White Plains, New York	$6K	+$5.91K	2	0%	New
1297	AFP Ausdal Financial Partners Davenport, Iowa	$5K	+$10.5K	1	0%	New
1298	Buckingham Strategic Wealth Clayton, Missouri	$5K	+$4.83K	1	0%	Increased
1299	CA Centerpoint Advisors Needham, Massachusetts	$5K	$0	2	0%	Maintained
1300	FSA Fort Sheridan Advisors Highland Park, Illinois	$5K	$0	1	0%	Maintained