← 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
1301	NMC Nine Masts Capital Central, Hong Kong	$5K	+$4.58K	1	0%	New
1302	Tortoise Capital Advisors Overland Park, Kansas	$5K	$0	2	0%	Maintained
1303	Allworth Financial Folsom, California	$4K	-$1.13K	2	0%	Reduced
1304	CWA Clarus Wealth Advisors Peoria, Arizona	$4K	-$5.79K	1	0%	Reduced
1305	GSWM Golden State Wealth Management Santa Ana, California	$4K	+$4.04K	1	0%	New
1306	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$4K	+$3.45K	1	0%	New
1307	Pathstone Family Office Englewood, New Jersey	$4K	+$3.41K	2	0%	Increased
1308	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$4K	+$2.82K	2	0%	Increased
1309	WCG Weaver Consulting Group Huntington Beach, California	$4K	+$4.12K	1	0%	New
1310	HAM Highstreet Asset Management London, Ontario, Canada	$3K	$0	1	0%	Maintained
1311	TA TCG Advisors Austin, Texas	$3K	+$2.52K	1	0%	New
1312	WAS Winch Advisory Services Appleton, Wisconsin	$3K	+$2.9K	1	0%	New
1313	GEA Glen Eagle Advisors Kingston, New Jersey	$2.24K	$0	1	0%	Maintained
1314	1NWS 1 North Wealth Services Annapolis, Maryland	$2K	$0	1	0%	Maintained
1315	Bradley Foster & Sargent Hartford, Connecticut	$2K	-$234K	1	0%	Reduced
1316	BMM Buffington Mohr McNeal Boise, Idaho	$2K	+$1.6K	1	0%	New
1317	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$2K	+$763	1	0%	Increased
1318	LF Lee Financial Dallas, Texas	$2K	+$2.36K	1	0%	New
1319	MWC MKD Wealth Coaches Troy, Michigan	$2K	+$1.68K	1	0%	New
1320	PGAM Princeton Global Asset Management Princeton, New Jersey	$2K	-$350K	1	0%	Reduced
1321	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$2K	+$952	1	0%	New
1322	JCM Julex Capital Management Wellesley, Massachusetts	$1.64K	$0	1	0%	Maintained
1323	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	2	0%	Maintained
1324	LWA Lowe Wealth Advisors Columbia, Maryland	$1K	+$1.3K	1	0%	New
1325	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1K	$0	1	0%	Maintained