← 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
1351	WAS Winch Advisory Services Appleton, Wisconsin	$18K	+$89	1	0.01%	Increased
1352	APW Acima Private Wealth Richmond, Virginia	$17K	$0	1	0.01%	Maintained
1353	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$17K	$0	1	0%	Maintained
1354	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$17K	$0	1	0.01%	Maintained
1355	TF TimeScale Financial Danvers, Massachusetts	$17K	$0	1	0.01%	Maintained
1356	BWP Baldwin Wealth Partners Marion, Massachusetts	$16K	+$2.66K	1	0%	Increased
1357	GWS Glassman Wealth Services Vienna, Virginia	$16K	+$1.34K	4	0.01%	Increased
1358	IAS IMA Advisory Services Denver, Colorado	$16K	$0	1	0.01%	Maintained
1359	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$16K	+$15.4K	1	0.01%	New
1360	MF Manchester Financial Westlake Village, California	$15K	+$14.2K	1	0.01%	New
1361	TCI Wealth Advisors Tucson, Arizona	$15K	+$2.22K	2	0.01%	Increased
1362	ATC Adirondack Trust Company Saratoga Springs, New York	$14K	$0	1	0.01%	Maintained
1363	BWM Baystate Wealth Management Boston, Massachusetts	$14K	-$621	1	0%	Reduced
1364	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$14K	$0	1	0%	Maintained
1365	IndexIQ Advisors New York	$14K	+$12.9K	1	0%	New
1366	NCM New Capital Management Houston, Texas	$14K	$0	1	0.02%	Maintained
1367	RWM Raffa Wealth Management Washington, District of Columbia	$13.4K	$0	1	0%	Maintained
1368	JSC Jackson Square Capital San Francisco, California	$13K	+$12K	1	0.01%	New
1369	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$12K	$0	1	0%	Maintained
1370	WQ Wealth Quarterback Toms River, New Jersey	$11.7K	+$145K	1	0.01%	New
1371	FEG Financial Enhancement Group Anderson, Indiana	$11K	$0	1	0%	Maintained
1372	HWM HighMark Wealth Management St. Paul, Minnesota	$11K	+$10.7K	1	0.01%	New
1373	TL TrueWealth LLC Atlanta, Georgia	$11K	$0	3	0%	Maintained
1374	Balentine LLC Atlanta, Georgia	$10K	+$888	1	0%	Increased
1375	LWA Lenox Wealth Advisors New York	$10K	+$5.06K	2	0%	Increased