← 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	NCM New Capital Management Houston, Texas	$12K	$0	1	0.02%	Maintained
1277	BWP Baldwin Wealth Partners Marion, Massachusetts	$11K	$0	1	0%	Maintained
1278	GWS Glassman Wealth Services Vienna, Virginia	$11K	+$3.07K	4	0%	Increased
1279	Peregrine Capital Management Minneapolis, Minnesota	$11K	$0	1	0%	Maintained
1280	TFO Tarbox Family Office Newport Beach, California	$11K	+$2.96K	2	0%	Increased
1281	FEG Financial Enhancement Group Anderson, Indiana	$10K	$0	1	0%	Maintained
1282	TCI Wealth Advisors Tucson, Arizona	$10K	+$2.43K	2	0%	Increased
1283	TL TrueWealth LLC Atlanta, Georgia	$10K	$0	3	0%	Maintained
1284	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$9K	+$2.3K	1	0%	Increased
1285	Thompson Siegel & Walmsley Richmond, Virginia	$9K	-$1.38M	1	0%	Reduced
1286	ATC Adirondack Trust Company Saratoga Springs, New York	$8K	$0	1	0.01%	Maintained
1287	EWA Evolution Wealth Advisors Aventura, Florida	$8K	+$7.45K	1	0%	New
1288	LWM Liberty Wealth Management Oakland, California	$8K	$0	1	0.01%	Maintained
1289	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$8K	$0	1	0%	Maintained
1290	TA TCG Advisors Austin, Texas	$7K	+$3.97K	1	0.01%	Increased
1291	TIM Tortoise Investment Management White Plains, New York	$7K	$0	2	0%	Maintained
1292	Larson Financial Group St Louis, Missouri	$6K	$0	1	0%	Maintained
1293	SNT Security National Trust Wheeling, West Virginia	$6K	-$26.7K	1	0%	Reduced
1294	CA Centerpoint Advisors Needham, Massachusetts	$5K	$0	2	0%	Maintained
1295	KCPG Kavar Capital Partners Group Leawood, Kansas	$5K	+$4.61K	1	0%	New
1296	SIS Sound Income Strategies Ft Lauderdale, Florida	$5K	-$1.62K	3	0%	Reduced
1297	Tortoise Capital Advisors Overland Park, Kansas	$5K	$0	2	0%	Maintained
1298	Allworth Financial Folsom, California	$4K	$0	2	0%	Maintained
1299	GSWM Golden State Wealth Management Santa Ana, California	$4K	$0	1	0%	Maintained
1300	LWA Lenox Wealth Advisors New York	$4K	-$4K	1	0%	Reduced