← 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
1326	IWP IAG Wealth Partners Waukesha, Wisconsin	$31K	+$28.4K	1	0.02%	New
1327	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$31K	-$1.95K	2	0.01%	Reduced
1328	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$30K	+$6.97K	1	0%	New
1329	Emerald Advisers Leola, Pennsylvania	$30K	+$26K	1	0%	New
1330	Farmers & Merchants Investments Inc Lincoln, Nebraska	$30K	-$4K	2	0%	Reduced
1331	FWM Frontier Wealth Management Kansas City, Missouri	$29K	+$6.69K	1	0%	New
1332	Americana Partners Houston, Texas	$28K	+$25.5K	1	0.02%	New
1333	VRM Vectors Research Management New York	$28K	+$17	2	0.01%	Increased
1334	LWM Lenox Wealth Management Cincinnati, Ohio	$27K	+$25.5K	1	0.01%	New
1335	NL NKCFO LLC Geneva, Illinois	$27K	$0	1	0.02%	Maintained
1336	BC Barnett & Company Chattanooga, Tennessee	$25K	+$21.9K	1	0.02%	Increased
1337	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$25K	+$5.8K	1	0.01%	New
1338	JFA JNBA Financial Advisors Bloomington, Minnesota	$24K	+$1.6K	2	0%	Increased
1339	QAM QCI Asset Management Pittsford, New York	$24K	$0	1	0%	Maintained
1340	PGAM Princeton Global Asset Management Princeton, New Jersey	$23K	+$21.8K	1	0.01%	New
1341	CCA Column Capital Advisors Indianapolis, Indiana	$21K	+$20.3K	1	0.01%	New
1342	EIM Essex Investment Management Boston, Massachusetts	$21K	$0	1	0%	Maintained
1343	TCM Tradewinds Capital Management Bellingham, Washington	$21K	$0	1	0.01%	Maintained
1344	FFC First Financial Corp Terre Haute, Indiana	$19K	-$355	1	0.01%	Reduced
1345	TF Tompkins Financial Ithaca, New York	$19K	-$5.24K	1	0%	Reduced
1346	WPA West Paces Advisors Atlanta, Georgia	$18.8K	+$14.1K	1	0.01%	Increased
1347	NMC Nine Masts Capital Central, Hong Kong	$18K	+$16.9K	1	0.01%	New
1348	TPWA TRUE Private Wealth Advisors Salem, Oregon	$18K	+$17.8K	1	0%	New
1349	VCP Verus Capital Partners Scottsdale, Arizona	$18K	+$16.6K	1	0.01%	New
1350	WOC West Oak Capital Westlake Village, California	$18K	$0	1	0.01%	Maintained