← 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	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$11K	-$1.73K	1	0.01%	Reduced
1577	FFG Ford Financial Group Fresno, California	$11K	+$11.8K	2	0%	New
1578	AW Alaethes Wealth Glenbrook, Nevada	$10K	+$9.51K	1	0.01%	New
1579	CCM Cribstone Capital Management Augusta, Maine	$10K	$0	1	0.01%	Maintained
1580	LWM Liberty Wealth Management Oakland, California	$10K	+$6.77K	1	0%	Increased
1581	LAS Lloyd Advisory Services Suwanee, Georgia	$10K	+$4.04K	1	0.01%	Increased
1582	TIM Tortoise Investment Management White Plains, New York	$10K	$0	1	0%	Maintained
1583	CWA Clearview Wealth Advisors Salem, Oregon	$9K	$0	1	0.01%	Maintained
1584	ETI Enterprise Trust & Investment Los Gatos, California	$9K	+$9.02K	1	0%	New
1585	HWM HighMark Wealth Management St. Paul, Minnesota	$9K	-$1.58K	1	0.01%	Reduced
1586	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$9K	$0	1	0%	Maintained
1587	RG Retirement Group San Diego, California	$9K	$0	1	0%	Maintained
1588	IRAG Investment Research & Advisory Group Atlanta, Georgia	$8K	+$8.21K	1	0.01%	New
1589	FMP Financial Management Professionals Austin, Texas	$7K	+$432	1	0%	Increased
1590	HCP Hexagon Capital Partners Rogers, Arkansas	$7K	$0	1	0%	Maintained
1591	HS Horan Securities Cincinnati, United States	$7K	$0	1	0.01%	Maintained
1592	TCWA Ten Capital Wealth Advisors Spokane, Washington	$7K	+$7.04K	3	0%	New
1593	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$7K	+$1.3K	1	0%	Increased
1594	GEA Glen Eagle Advisors Kingston, New Jersey	$6.79K	+$144	1	0%	Increased
1595	BFG Baron Financial Group Fair Lawn, New Jersey	$5.48K	$0	1	0%	Maintained
1596	AFS Annapolis Financial Services Annapolis, Maryland	$5K	$0	1	0%	Maintained
1597	PWM Prentice Wealth Management Rochester, New York	$5K	$0	1	0%	Maintained
1598	PGAM Princeton Global Asset Management Princeton, New Jersey	$5K	$0	1	0%	Maintained
1599	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	+$4.9K	1	0%	New
1600	ARMC American Research & Management Company Marion, Massachusetts	$4K	$0	1	0%	Maintained