← 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
1576	CFIA Cantor Fitzgerald Investment Advisors New York	$2.6M	+$39.1K	1	0.18%	Increased
1577	FFS Founders Financial Securities Towson, Maryland	$2.6M	+$162K	2	0.13%	Increased
1578	CC Commons Capital Needham, Massachusetts	$2.59M	+$27.4K	1	1.82%	Increased
1579	BBI Baxter Bros Inc Riverside, Connecticut	$2.58M	+$30.2K	1	0.3%	Increased
1580	IGGA Iron Gate Global Advisors Nsl, Utah	$2.58M	$0	1	0.25%	Maintained
1581	DAM Doheny Asset Management Los Angeles, California	$2.57M	+$46.4K	1	1.49%	Increased
1582	VFA Values First Advisors Gray, Tennessee	$2.57M	-$2.13M	1	1.17%	Reduced
1583	SteelPeak Wealth Woodland Hills, California	$2.57M	+$1.47M	2	0.07%	Increased
1584	CAM Covenant Asset Management Chester, New Jersey	$2.57M	-$74.2K	2	0.43%	Reduced
1585	GM GeoWealth Management Chicago, Illinois	$2.56M	+$337K	3	0.08%	Increased
1586	ZF Zhang Financial Portage, Michigan	$2.55M	+$64.5K	1	0.07%	Increased
1587	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.55M	-$13.5K	1	1.19%	Reduced
1588	CCFM Clear Creek Financial Management Silverdale, Washington	$2.55M	+$21.1K	2	0.16%	Increased
1589	Martingale Asset Management Boston, Massachusetts	$2.53M	-$1.26M	1	0.06%	Reduced
1590	NI Natural Investments Windsor, California	$2.53M	+$25.8K	1	0.55%	Increased
1591	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$2.52M	+$270K	3	0.15%	Increased
1592	Cassaday & Co Wealth Management Mclean, Virginia	$2.52M	+$3.94K	2	0.05%	Increased
1593	PA Perennial Advisors New York	$2.52M	+$1.74M	2	0.39%	Increased
1594	PPG Peak Planning Group Centennial, Colorado	$2.52M	+$35.1K	1	0.57%	Increased
1595	MA MONECO Advisors Fairfield, Connecticut	$2.52M	+$400K	3	0.15%	Increased
1596	IIM InTrack Investment Management South Burlington, Vermont	$2.51M	-$69.4K	1	1.25%	Reduced
1597	QOP Quinn Opportunity Partners Charlottesville, Virginia	$2.5M	+$1.09M	2	0.12%	Increased
1598	CCT Chemung Canal Trust Elmira, New York	$2.5M	+$244K	1	0.46%	Increased
1599	PDL Portfolio Design Labs Encino, California	$2.49M	+$14.5K	1	0.41%	Increased
1600	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$2.48M	+$2.35M	1	1.03%	New