← 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	FIB First Interstate Bank Billings, Montana	$3K	-$36.8K	1	0%	Reduced
1277	HI Hudock Inc Williamsport, Pennsylvania	$3K	+$3.95K	1	0%	New
1278	LF Lee Financial Dallas, Texas	$3K	$0	1	0%	Maintained
1279	SB Strategic Blueprint Atlanta, Georgia	$3K	+$3.24K	1	0%	New
1280	Tortoise Capital Advisors Overland Park, Kansas	$3K	-$2.84K	2	0%	Reduced
1281	WWM Willingdon Wealth Management Huntersville, North Carolina	$3K	+$3.01K	2	0%	New
1282	GEA Glen Eagle Advisors Kingston, New Jersey	$2.36K	$0	1	0%	Maintained
1283	1NWS 1 North Wealth Services Annapolis, Maryland	$2K	+$2.27K	1	0%	New
1284	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$2K	-$16K	1	0%	Reduced
1285	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2K	+$2.43K	1	0%	New
1286	PWP Personal Wealth Partners Bloomington, Minnesota	$2K	+$2.16K	2	0%	New
1287	BC Barnett & Company Chattanooga, Tennessee	$1K	+$1.46K	1	0%	New
1288	Caption Management Oklahoma City, Oklahoma	$1K	$0	1	0%	Maintained
1289	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	2	0%	Maintained
1290	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$1K	$0	1	0%	Maintained
1291	NR Newfound Research Wellesley Hills, Massachusetts	$1K	$0	1	0%	Maintained
1292	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1293	PRC Pearl River Capital Niles, Michigan	$1K	-$23.6K	1	0%	Reduced
1294	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$1K	$0	1	0%	Maintained
1295	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$124K	0	–	Closed
1296	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$1.67M	0	–	Closed
1297	ACG Allen Capital Group Grand Island, Nebraska	$0	-$202K	0	–	Closed
1298	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1299	ABC Anchor Bolt Capital Chicago, Illinois	$0	-$13.6M	0	–	Closed
1300	ACS Archford Capital Strategies Swansea, Illinois	$0	-$31K	0	–	Closed