← 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	FNBOSM First National Bank of South Miami South Miami, Florida	$4K	+$4K	1	0%	New
1402	Tortoise Capital Advisors Overland Park, Kansas	$4K	$0	2	0%	Maintained
1403	WCM Wealthcare Capital Management Richmond, Virginia	$4K	+$3.64K	1	0%	New
1404	Arkadios Wealth Advisors Atlanta, Georgia	$3.6K	+$3.11K	1	0%	New
1405	1NWS 1 North Wealth Services Annapolis, Maryland	$3K	$0	1	0%	Maintained
1406	LF Lee Financial Dallas, Texas	$3K	$0	1	0%	Maintained
1407	POIA Pin Oak Investment Advisors Houston, Texas	$3K	-$23K	1	0%	Reduced
1408	GEA Glen Eagle Advisors Kingston, New Jersey	$2.71K	+$89	1	0%	Increased
1409	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$2K	+$1.6K	1	0%	New
1410	BAM Bellevue Asset Management Bellevue, Washington	$2K	+$2.24K	1	0%	New
1411	CWA Capital Wealth Alliance Scottsdale, Arizona	$2K	+$2.13K	1	0%	New
1412	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$2K	$0	1	0%	Maintained
1413	FPFS First Personal Financial Services Charlotte, North Carolina	$2K	-$20K	1	0%	Reduced
1414	HA H2O AM London, United Kingdom	$2K	+$557	1	0%	New
1415	LPWM Lake Point Wealth Management Rockwall, Texas	$2K	+$1.95K	1	0%	New
1416	PWP Personal Wealth Partners Bloomington, Minnesota	$2K	$0	2	0%	Maintained
1417	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$2K	$0	1	0%	Maintained
1418	CG Cutler Group San Francisco, California	$1K	-$3.4K	1	0%	Reduced
1419	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$1K	+$1.58K	2	0%	New
1420	NR Newfound Research Wellesley Hills, Massachusetts	$1K	-$444	1	0%	Reduced
1421	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1422	Achmea Investment Management Zeist, Netherlands	$0	-$1.44M	0	–	Closed
1423	AIA AGF Investments America Toronto, Ontario, Canada	$0	-$3.75M	0	–	Closed
1424	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1425	AGM Alpine Global Management New York	$0	-$202K	0	–	Closed