← 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
1401	FMB Field & Main Bank Henderson, Kentucky	$3.62M	+$41.5K	1	0.75%	Increased
1402	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3.62M	+$426K	6	0.25%	Increased
1403	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$3.61M	+$76.6K	3	0.17%	Increased
1404	PFA Peak Financial Advisors Denver, Colorado	$3.61M	+$681K	2	1.49%	Increased
1405	WW Winnow Wealth Waco, Texas	$3.6M	-$196K	2	2.45%	Reduced
1406	AO Advisor OS Chicago, Illinois	$3.6M	-$1.18M	3	0.24%	Reduced
1407	Signature Estate & Investment Advisors Los Angeles, California	$3.58M	-$1.23M	1	0.06%	Reduced
1408	Avidian Wealth Enterprises Houston, Texas	$3.56M	+$792K	2	0.1%	Increased
1409	Foundations Investment Advisors Phoenix, Arizona	$3.55M	+$720K	5	0.04%	Increased
1410	BONH Bank of New Hampshire Laconia, New Hampshire	$3.53M	+$71.5K	2	0.74%	Increased
1411	VWM Venturi Wealth Management Austin, Texas	$3.53M	+$76.5K	4	0.14%	Increased
1412	Great Lakes Advisors Chicago, Illinois	$3.52M	-$970K	4	0.03%	Reduced
1413	FG Fiduciary Group Savannah, Georgia	$3.52M	-$2.02K	1	0.28%	Reduced
1414	Capital Analysts LLC Fort Washington, Pennsylvania	$3.52M	-$25.7K	2	0.08%	Reduced
1415	HL HeadInvest LLC Portland, Maine	$3.51M	+$66.5K	1	0.65%	Increased
1416	DF Donoghue Forlines Boston, Massachusetts	$3.5M	+$2.62M	1	0.91%	New
1417	TVWM Tower View Wealth Management Shorewood, Wisconsin	$3.5M	-$2.82K	1	1.54%	Reduced
1418	HWM HighMark Wealth Management St. Paul, Minnesota	$3.49M	+$2.92M	3	1.17%	Increased
1419	KJWM Kiley Juergens Wealth Management Olympia, Washington	$3.49M	+$39.5K	1	0.55%	Increased
1420	WCA Westover Capital Advisors Wilmington, Delaware	$3.48M	-$33.1K	2	0.58%	Reduced
1421	SP SWS Partners Columbus, Ohio	$3.47M	-$258K	1	0.75%	Reduced
1422	Clifford Swan Investment Counsel Pasadena, California	$3.46M	+$37.9K	1	0.11%	Increased
1423	HCCM Hudson Canyon Capital Management New York	$3.45M	-$112K	1	1.85%	Reduced
1424	NWM Northwest Wealth Management Spencer, Iowa	$3.45M	-$104K	1	0.46%	Reduced
1425	AA Aire Advisors Beverly Hills, California	$3.44M	+$824K	2	0.56%	Increased