← 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
1626	SC Solstein Capital Menlo Park, California	$18K	$0	2	0.01%	Maintained
1627	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$17K	$0	1	0%	Maintained
1628	HI Hoey Investments Coatesville, Pennsylvania	$17K	$0	1	0.01%	Maintained
1629	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$16K	$0	2	0.01%	Maintained
1630	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$16K	-$1.68K	1	0.01%	Reduced
1631	WA Win Advisors Palm Beach Gardens, Florida	$16K	-$151K	1	0.03%	Reduced
1632	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$15K	-$280	1	0.02%	Reduced
1633	TF TimeScale Financial Danvers, Massachusetts	$15K	-$8.39K	2	0%	Reduced
1634	CM Cornerstone Management Duluth, Georgia	$14.2K	$0	1	0%	Maintained
1635	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$14K	$0	1	0.01%	Maintained
1636	ODG O'Dell Group Cincinnati, Ohio	$14K	$0	1	0.01%	Maintained
1637	TIM Tortoise Investment Management White Plains, New York	$14K	$0	1	0%	Maintained
1638	RWM Raffa Wealth Management Washington, District of Columbia	$13.2K	$0	2	0.01%	Maintained
1639	CCA Column Capital Advisors Indianapolis, Indiana	$13K	$0	1	0%	Maintained
1640	HCP Hexagon Capital Partners Rogers, Arkansas	$13K	+$2.87K	2	0%	Increased
1641	HS Horan Securities Cincinnati, United States	$13K	+$8.29K	2	0.01%	Increased
1642	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$13K	-$47.8M	1	0%	Reduced
1643	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$13K	-$6.97K	2	0.03%	Reduced
1644	SC Siena Capital Cincinnati, Ohio	$13K	$0	1	0.01%	Maintained
1645	SWA SOA Wealth Advisors New York	$12K	$0	1	0%	Maintained
1646	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$11K	+$282	2	0%	Increased
1647	HWM HighMark Wealth Management St. Paul, Minnesota	$11K	-$280	1	0.01%	Reduced
1648	JFA JNBA Financial Advisors Bloomington, Minnesota	$11K	-$13.3K	1	0%	Reduced
1649	Jones Financial Companies Des Peres, Missouri	$11K	-$4.47K	2	0%	Reduced
1650	SC Schubert & Co Mckinney, Texas	$11K	+$6.57K	5	0.01%	Increased