← 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	CAM Costello Asset Management Feasterville, Pennsylvania	$34K	$0	1	0.03%	Maintained
1577	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$34K	$0	1	0.02%	Maintained
1578	AP Arlington Partners Birmingham, Alabama	$33K	-$6.58K	2	0.01%	Reduced
1579	HWA HHM Wealth Advisors Chattanooga, Tennessee	$32K	$0	1	0.01%	Maintained
1580	NFSG Newbridge Financial Services Group Boca Raton, Florida	$32K	+$5.01K	4	0.02%	Increased
1581	FP Financial Perspectives Minneapolis, Minnesota	$32K	$0	3	0.02%	Maintained
1582	APP Alpha Paradigm Partners Chicago, Illinois	$31K	+$34.3K	1	0.01%	New
1583	DI Disciplined Investments Tulsa, Oklahoma	$31K	+$134	4	0.01%	Increased
1584	ME McIlrath & Eck Arlington, Washington	$31K	$0	1	0.01%	Maintained
1585	SNS Financial Group Minneapolis, Minnesota	$31K	-$22.7K	1	0%	Reduced
1586	BIA Bell Investment Advisors Oakland, California	$30K	+$32.8K	5	0.01%	New
1587	Larson Financial Group St Louis, Missouri	$30K	+$32.3K	4	0.01%	Increased
1588	PineBridge Investments New York	$30K	+$24.7K	2	0%	Increased
1589	VNA Valley National Advisers Bethlehem, Pennsylvania	$30K	$0	2	0.01%	Maintained
1590	CYG Clean Yield Group Norwich, Vermont	$29K	$0	1	0.01%	Maintained
1591	SFG Steward Financial Group Colleyville, Texas	$29K	+$4.03K	5	0.02%	Increased
1592	BWP Baldwin Wealth Partners Marion, Massachusetts	$28K	$0	2	0%	Maintained
1593	UWM Urban Wealth Management El Segundo, California	$28K	+$31.5K	1	0.09%	New
1594	TAM Tucker Asset Management Littleton, Colorado	$27.3K	+$7.83K	1	0.01%	Increased
1595	WAS Winch Advisory Services Appleton, Wisconsin	$27K	+$280	2	0.01%	Increased
1596	C Certuity North Palm Beach, Florida	$26K	-$2.27K	1	0.01%	Reduced
1597	GWS Glassman Wealth Services Vienna, Virginia	$26K	-$132K	3	0.01%	Reduced
1598	ZIG Zullo Investment Group Scranton, Pennsylvania	$26K	-$2.94K	3	0.02%	Reduced
1599	ACM Antonetti Capital Management Naples, Florida	$25K	$0	1	0.03%	Maintained
1600	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$25K	$0	1	0.01%	Maintained