← 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	BAM Barrett Asset Management New York	$66K	+$62.1K	1	0%	New
1277	EI Ellevest Inc New York	$66K	+$21K	2	0.02%	Increased
1278	PWMG Prestige Wealth Management Group Flemington, New Jersey	$65K	$0	1	0.04%	Maintained
1279	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$64.9K	-$3.55K	1	0.03%	Reduced
1280	PCA Peddock Capital Advisors Braintree, Massachusetts	$64K	+$59.7K	1	0.03%	New
1281	WB Webster Bank Waterbury, Connecticut	$64K	-$26.6K	1	0.01%	Reduced
1282	GCM Gables Capital Management Miami, Florida	$60K	-$17.8K	1	0.04%	Reduced
1283	CAC Certified Advisory Corp Altamonte Springs, Florida	$58K	$0	1	0.02%	Maintained
1284	CB Community Bank Dewitt, New York	$58K	-$8.88K	1	0.01%	Reduced
1285	LS Leelyn Smith Geneva, Illinois	$58K	+$54.2K	1	0.03%	New
1286	TT TI-Trust Quincy, Illinois	$58K	+$54.4K	1	0.06%	New
1287	DOA D'Orazio & Associates Falls Church, Virginia	$56K	$0	2	0.02%	Maintained
1288	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$56K	+$13.3K	1	0.02%	Increased
1289	GFPC Global Financial Private Client Sarasota, Florida	$55.5K	+$51.9K	2	0.05%	New
1290	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$55K	-$223K	1	0.02%	Reduced
1291	SL Savior LLC Wellesley Hills, Massachusetts	$54K	+$50.7K	2	0.07%	New
1292	PCM Pinz Capital Management New York	$53K	+$47.9K	1	0.02%	New
1293	TCWM Total Clarity Wealth Management St. Charles, Illinois	$53K	+$48.4K	1	0.04%	New
1294	GG Gleason Group Prospect, Kentucky	$52K	+$48.3K	1	0.03%	New
1295	TFO Tarbox Family Office Newport Beach, California	$52K	+$35.8K	2	0.01%	Increased
1296	KPW Kore Private Wealth New York	$51K	+$48.4K	2	0.01%	New
1297	Heritage Wealth Advisors Richmond, Virginia	$50K	+$1.98K	2	0.01%	Increased
1298	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$50K	-$3.37K	1	0.03%	Reduced
1299	FRA Front Row Advisors Tiburon, California	$50K	-$3.29K	3	0.03%	Reduced
1300	KLWA Kelly Lawrence W & Associates Pasadens, California	$50K	$0	1	0.01%	Maintained