← 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	WCG Weaver Consulting Group Huntington Beach, California	$4K	$0	1	0%	Maintained
1302	WPA West Paces Advisors Atlanta, Georgia	$3.33K	-$58.3K	1	0%	Reduced
1303	CWA Clarus Wealth Advisors Peoria, Arizona	$3K	-$544	1	0%	Reduced
1304	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$3K	$0	1	0%	Maintained
1305	HAM Highstreet Asset Management London, Ontario, Canada	$3K	$0	1	0%	Maintained
1306	LF Lee Financial Dallas, Texas	$3K	$0	1	0%	Maintained
1307	SM Sabby Management Miami Beach, Florida	$3K	-$4.46K	1	0%	Reduced
1308	SFA Semmax Financial Advisors Winston Salem, North Carolina	$3K	-$16.7K	1	0%	Reduced
1309	TSS Two Sigma Securities New York	$3K	-$472K	1	0%	Reduced
1310	UAS United Asset Strategies Garden City, New York	$3K	+$33.2K	1	0%	New
1311	GEA Glen Eagle Advisors Kingston, New Jersey	$2.34K	$0	1	0%	Maintained
1312	HS Horan Securities Cincinnati, United States	$2K	+$1.94K	1	0%	New
1313	MWC MKD Wealth Coaches Troy, Michigan	$2K	$0	1	0%	Maintained
1314	RCG Ruggie Capital Group Tavares, Florida	$2K	+$1.63K	1	0%	New
1315	Balentine LLC Atlanta, Georgia	$1K	+$1.13K	1	0%	New
1316	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	2	0%	Maintained
1317	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$1K	-$809	1	0%	Reduced
1318	JCM Julex Capital Management Wellesley, Massachusetts	$1K	-$425	1	0%	Reduced
1319	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$243	1	0%	Increased
1320	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1321	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$1K	$0	1	0%	Maintained
1322	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$631K	0	–	Closed
1323	AFA Abacus FCF Advisors Orlando, Florida	$0	-$1.46M	0	–	Closed
1324	Advisory Alpha Holland, Michigan	$0	-$9.57K	0	–	Closed
1325	AIM Alambic Investment Management Belvedere, California	$0	-$317K	0	–	Closed