← 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
1526	MCF Advisors Covington, Kentucky	$2.81M	+$538K	4	0.1%	Increased
1527	NC NovaPoint Capital Atlanta, Georgia	$2.81M	+$152K	1	0.58%	Increased
1528	EAN Excelsior Advisor Network Denver, Colorado	$2.8M	+$2.19M	2	0.37%	Increased
1529	AFP Ausdal Financial Partners Davenport, Iowa	$2.79M	+$1.2M	5	0.11%	Increased
1530	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$2.78M	-$647K	2	0.22%	Reduced
1531	EI Ellevest Inc New York	$2.77M	-$115K	4	0.33%	Reduced
1532	PWM Pathway Wealth Management Dallas, Texas	$2.77M	+$194K	1	1.93%	Increased
1533	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$2.77M	-$91.5K	4	0.3%	Reduced
1534	1W 1776 Wealth Atlanta, Georgia	$2.76M	-$41.5K	1	0.97%	Reduced
1535	CI Cigna Investments Bloomfield, Connecticut	$2.75M	-$6.87K	3	0.36%	Reduced
1536	BCM Beartown Capital Management Huntington Woods, Michigan	$2.75M	+$1.9M	1	1.21%	New
1537	RCA Resonant Capital Advisors Madison, Wisconsin	$2.75M	-$199K	4	0.13%	Reduced
1538	VIPI Vista Investment Partners II Richmond, Indiana	$2.74M	+$1.39M	2	1.08%	Increased
1539	WWM Waterway Wealth Management The Woodlands, Texas	$2.74M	-$1.74M	2	0.56%	Reduced
1540	CUAMC China Universal Asset Management Company Shanghai, China	$2.74M	+$746K	1	0.16%	Increased
1541	AWP Abacus Wealth Partners Santa Monica, California	$2.74M	-$1.06M	2	0.29%	Reduced
1542	HIA Harbor Investment Advisory Lutherville, Maryland	$2.74M	+$600K	4	0.19%	Increased
1543	AWM Angeles Wealth Management Santa Monica, California	$2.73M	+$162K	2	0.12%	Increased
1544	RA REX Advisers Fairfield, Connecticut	$2.73M	+$1.23M	1	6.17%	New
1545	WA WealthTrust Axiom Wayne, Pennsylvania	$2.72M	-$545K	2	0.61%	Reduced
1546	Modera Wealth Management Westwood, New Jersey	$2.72M	+$14K	2	0.03%	Increased
1547	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$2.72M	+$55.7K	1	0.16%	Increased
1548	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$2.72M	-$2.56M	2	0.1%	Reduced
1549	SI Seeds Investor New York	$2.71M	+$47.7K	3	0.28%	Increased
1550	FFP FourThought Financial Partners Venice, Florida	$2.71M	-$115K	3	0.21%	Reduced