← 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	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$25K	$0	1	0.01%	Maintained
1602	FFC First Financial Corp Terre Haute, Indiana	$25K	$0	1	0.02%	Maintained
1603	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$25K	$0	1	0.02%	Maintained
1604	LOAMU Lombard Odier Asset Management (USA) New York	$25K	+$56.2K	1	0%	New
1605	MVP Miller Value Partners Sarasota, Florida	$25K	+$56.2K	1	0%	New
1606	VRM Vectors Research Management New York	$25K	$0	1	0.01%	Maintained
1607	Baillie Gifford & Co Edinburgh, United Kingdom	$24K	$0	1	0%	Maintained
1608	CWM Cedar Wealth Management Walnut Creek, California	$24K	$0	1	0.01%	Maintained
1609	TFM TFC Financial Management Boston, Massachusetts	$24K	$0	1	0.01%	Maintained
1610	WB West Bancorporation West Des Moines, Iowa	$24K	$0	2	0.02%	Maintained
1611	CSB City State Bank Norwalk, Iowa	$23K	-$3.22K	1	0.02%	Reduced
1612	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$22K	-$17.5K	1	0.01%	Reduced
1613	FMP Financial Management Professionals Austin, Texas	$22K	$0	1	0.01%	Maintained
1614	IAS IMA Advisory Services Denver, Colorado	$21K	$0	1	0.01%	Maintained
1615	WOC West Oak Capital Westlake Village, California	$21K	$0	1	0.01%	Maintained
1616	BWM Baystate Wealth Management Boston, Massachusetts	$20K	-$13K	2	0%	Reduced
1617	Horizon Kinetics Asset Management New York	$20K	$0	1	0%	Maintained
1618	NIC Northwest Investment Counselors Lake Oswego, Oregon	$20K	$0	2	0.01%	Maintained
1619	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$20K	+$22.1K	1	0.02%	New
1620	Leonteq Securities AG Zurich, Switzerland	$19.9K	-$163K	2	0%	Reduced
1621	ETI Enterprise Trust & Investment Los Gatos, California	$19K	+$12.9K	2	0.01%	Increased
1622	EA Evolution Advisers Richmond, Virginia	$19K	$0	1	0.02%	Maintained
1623	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$19K	$0	1	0%	Maintained
1624	MWM Mascoma Wealth Management Hanover, New Hampshire	$19K	-$1.12K	1	0.01%	Reduced
1625	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$18K	$0	1	0.02%	Maintained