← 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
1551	HI Hoey Investments Coatesville, Pennsylvania	$20K	$0	1	0.01%	Maintained
1552	SC Solstein Capital Menlo Park, California	$19K	$0	2	0.02%	Maintained
1553	Catalyst Capital Advisors Huntington, New York	$17K	+$18.4K	1	0%	New
1554	CCA Column Capital Advisors Indianapolis, Indiana	$17K	$0	1	0%	Maintained
1555	Millburn Ridgefield Corp New York	$17K	+$18.4K	1	0%	New
1556	CYG Clean Yield Group Norwich, Vermont	$16K	+$15.1K	1	0.01%	New
1557	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$16K	+$292	2	0%	Increased
1558	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$16K	+$15.2K	2	0%	New
1559	NFSG Newbridge Financial Services Group Boca Raton, Florida	$16K	+$9.64K	3	0.01%	Increased
1560	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$16K	+$4.06K	3	0.01%	Increased
1561	CA Crewe Advisors Salt Lake City, Utah	$15K	-$7.78K	2	0%	Reduced
1562	EWA Evolution Wealth Advisors Aventura, Florida	$14K	$0	1	0%	Maintained
1563	SWA SOA Wealth Advisors New York	$14K	-$15.2K	1	0%	Reduced
1564	VNA Valley National Advisers Bethlehem, Pennsylvania	$14K	$0	1	0%	Maintained
1565	VCM Versant Capital Management Phoenix, Arizona	$14K	-$6.04K	4	0.01%	Reduced
1566	ANBT American National Bank & Trust Wichita Falls, Texas	$13K	+$12.3K	1	0%	New
1567	Avior Wealth Management Omaha, Nebraska	$13K	-$4.69K	1	0%	Reduced
1568	BMD Better Money Decisions Santa Fe, New Mexico	$13K	$0	2	0.01%	Maintained
1569	CMF Counterpoint Mutual Funds San Diego, California	$13K	+$13.4K	1	0.01%	New
1570	ECM EMC Capital Management Houston, Texas	$13K	+$17.2K	1	0.01%	Increased
1571	MCM MV Capital Management Bethesda, Maryland	$13K	+$11.2K	2	0%	Increased
1572	RA Resolute Advisors San Francisco, California	$13K	-$5K	1	0%	Reduced
1573	RWM Raffa Wealth Management Washington, District of Columbia	$12.9K	$0	2	0%	Maintained
1574	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$12K	$0	1	0%	Maintained
1575	MIM Macroview Investment Management Bethesda, Maryland	$12K	+$8.69K	3	0.02%	Increased