← 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
1376	Thompson Siegel & Walmsley Richmond, Virginia	$10K	$0	1	0%	Maintained
1377	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$10K	+$8.94K	1	0.15%	New
1378	BCM Bourgeon Capital Management Darien, Connecticut	$9K	$0	1	0%	Maintained
1379	HWM Howard Wealth Management Madison, Connecticut	$9K	+$8.88K	1	0.01%	New
1380	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$9K	+$8.01K	2	0.01%	Increased
1381	TIM Tortoise Investment Management White Plains, New York	$9K	+$1.78K	2	0%	Increased
1382	TI tru Independence Portland, Oregon	$9K	+$6.09K	2	0%	New
1383	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$8K	+$7.72K	1	0.01%	New
1384	BWA Burt Wealth Advisors North Bethesda, Maryland	$7K	$0	1	0%	Maintained
1385	CA Centerpoint Advisors Needham, Massachusetts	$7K	$0	2	0.01%	Maintained
1386	CCM Cribstone Capital Management Augusta, Maine	$7K	-$23.2K	1	0.01%	Reduced
1387	CA CXI Advisors Auburn, Indiana	$7K	+$6.39K	1	0.02%	New
1388	EWA Evolution Wealth Advisors Aventura, Florida	$7K	-$1.69K	1	0%	Reduced
1389	LFA Lighthouse Financial Advisors New Market, Maryland	$7K	+$6.57K	1	0%	New
1390	SNT Security National Trust Wheeling, West Virginia	$7K	$0	1	0%	Maintained
1391	TFA Tobias Financial Advisors Plantation, Florida	$7K	+$6.92K	1	0%	New
1392	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$5K	$0	1	0%	Maintained
1393	Kayne Anderson Rudnick Investment Management Los Angeles, California	$5K	+$1.6K	1	0%	Increased
1394	LWM Liberty Wealth Management Oakland, California	$5K	-$3.55K	1	0%	Reduced
1395	SWM Selective Wealth Management Forest, Virginia	$5K	$0	1	0.01%	Maintained
1396	SIS Sound Income Strategies Ft Lauderdale, Florida	$5K	$0	3	0%	Maintained
1397	WCG Weaver Consulting Group Huntington Beach, California	$5K	$0	1	0%	Maintained
1398	Allworth Financial Folsom, California	$4K	-$311	2	0%	Reduced
1399	CA Crewe Advisors Salt Lake City, Utah	$4K	+$3.55K	1	0%	New
1400	FIB First Interstate Bank Billings, Montana	$4K	$0	1	0%	Maintained