← 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	Achmea Investment Management Zeist, Netherlands	$41K	+$21.1K	1	0%	Increased
1552	EPM Equitec Proprietary Markets Chicago, Illinois	$41K	+$394	1	0.01%	Increased
1553	LJHT Laurie J. Hall Trustee	$41K	$0	2	0.02%	Maintained
1554	Rockbridge Investment Management Syracuse, New York	$40.9K	$0	1	0.01%	Maintained
1555	BRF B. Riley Financial Los Angeles, California	$40K	+$88.8K	1	0.01%	New
1556	DWA Dorsey Wright & Associates Pasadena, California	$40K	+$43.9K	1	0.01%	New
1557	City Holding Co Charleston, West Virginia	$39K	$0	1	0.01%	Maintained
1558	1834 Investment Advisors Milwaukee, Wisconsin	$38K	$0	1	0.01%	Maintained
1559	JCA Jade Capital Advisors Essex Fells, New Jersey	$38K	-$1.52M	1	0.2%	Reduced
1560	MV Capital Management Bethesda, Maryland	$38K	+$16.5K	2	0.01%	Increased
1561	RG Retirement Group San Diego, California	$38K	-$2.9K	3	0.02%	Reduced
1562	Sierra Capital Miami, Florida	$38K	$0	3	0.01%	Maintained
1563	Truvestments Capital Sarasota, Florida	$38K	+$42K	1	0.02%	New
1564	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$37K	-$2K	1	0.02%	Reduced
1565	HBW Advisory Services Simi Valley, California	$37K	+$75.1K	1	0.01%	New
1566	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$37K	$0	1	0.08%	Maintained
1567	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$37K	+$19.2K	1	0.04%	Increased
1568	SWM Sugarloaf Wealth Management Duluth, Georgia	$36K	+$4.9K	1	0.01%	New
1569	Beaird Harris Wealth Management Dallas, Texas	$35K	-$1K	2	0.01%	Reduced
1570	Charter Oak Capital Management Portsmouth, New Hampshire	$35K	$0	1	0%	Maintained
1571	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$35K	+$40K	1	0.03%	New
1572	First PREMIER Bank Sioux Falls, South Dakota	$35K	$0	2	0.01%	Maintained
1573	OA Operose Advisors Milwaukee, Wisconsin	$35K	$0	1	0.02%	Maintained
1574	WOSD WFA of San Diego San Diego, California	$35K	+$38.8K	2	0.03%	New
1575	SC Stephens Consulting Flint, Michigan	$34K	$0	1	0.03%	Maintained