← 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
1601	FI FormulaFolio Investments Grand Rapids, Michigan	$4K	+$3.75K	1	0%	New
1602	Kayne Anderson Rudnick Investment Management Los Angeles, California	$4K	$0	1	0%	Maintained
1603	RIA RPG Investment Advisory Pleasanton, California	$4K	-$2.16K	1	0%	Reduced
1604	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$3K	+$3.18K	1	0%	New
1605	DCM Davidson Capital Management Corpus Christi, Texas	$3K	+$2.46K	1	0%	New
1606	MS Mizuho Securities Tokyo, Japan	$3K	$0	1	0%	Maintained
1607	PWP Personal Wealth Partners Bloomington, Minnesota	$3K	+$3.31K	1	0%	New
1608	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$2K	+$1.87K	1	0%	New
1609	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$2K	-$21.6K	1	0%	Reduced
1610	Candriam SCA Strassen, Luxembourg, Luxembourg	$2K	-$144	1	0%	Reduced
1611	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$2K	-$926K	1	0%	Reduced
1612	FIA FNY Investment Advisers New York	$2K	+$2.92K	1	0%	New
1613	IWP IAG Wealth Partners Waukesha, Wisconsin	$2K	$0	1	0%	Maintained
1614	Parallax Volatility Advisers San Francisco, California	$2K	-$655K	1	0%	Reduced
1615	SJIM St. Johns Investment Management Jacksonville, Florida	$2K	+$2.02K	1	0%	New
1616	TFA Toth Financial Advisory Leesburg, Virginia	$2K	+$1.81K	2	0%	New
1617	AIA Arcadia Investment Advisors Eagle, Idaho	$1.48K	+$1.44K	1	0%	New
1618	TAM Tucker Asset Management Littleton, Colorado	$1.48K	$0	1	0%	Maintained
1619	AWM Activest Wealth Management Aventure, Florida	$1K	$0	1	0%	Maintained
1620	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$1K	+$1.01K	1	0%	New
1621	SMG Spectrum Management Group Indianapolis, Indiana	$1K	+$1.15K	1	0%	New
1622	Tortoise Capital Advisors Overland Park, Kansas	$1K	+$876	1	0%	New
1623	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$83K	0	–	Closed
1624	AI AdvisorShares Investments Bethesda, Maryland	$0	-$2.02M	0	–	Closed
1625	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$703K	0	–	Closed