← 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	OWA Outlook Wealth Advisors Shenandoah, Texas	$254K	+$222K	1	0.1%	New
1627	Legacy Advisors Plymouth Meeting, Pennsylvania	$253K	+$6.16K	1	0.04%	Increased
1628	AIM Allen Investment Management New York	$253K	$0	1	0%	Maintained
1629	Main Street Financial Solutions Newtown, Pennsylvania	$252K	+$4.92K	1	0.03%	Increased
1630	SSW Stone Summit Wealth Miami, Florida	$252K	-$9.15K	1	0.1%	Reduced
1631	SIC Shoker Investment Counsel Oxford, Ohio	$251K	$0	1	0.11%	Maintained
1632	Tufton Capital Management Hunt Valley, Maryland	$251K	$0	1	0.05%	Maintained
1633	TCV Trust & Wealth Management Richmond, Virginia	$251K	$0	1	0.03%	Maintained
1634	Capital Advisors Wealth Management Yakima, Washington	$251K	$0	1	0.06%	Maintained
1635	RCM Raleigh Capital Management Cary, North Carolina	$251K	+$6.18K	3	0.13%	Increased
1636	Intrua Financial Houston, Texas	$251K	-$3.17K	1	0.04%	Reduced
1637	MIC Meridian Investment Counsel Lafayette, California	$250K	$0	1	0.09%	Maintained
1638	WealthSource Partners San Luis Obispo, California	$249K	+$218K	1	0.02%	New
1639	HUB Investment Partners Austin, Texas	$249K	+$218K	1	0.04%	New
1640	Harvest Portfolios Group Oakville, Ontario, Canada	$249K	+$31.8K	1	0.01%	Increased
1641	Cahaba Wealth Management Atlanta, Georgia	$248K	-$23.7K	1	0.03%	Reduced
1642	UFF USA Financial Formulas Ada, Michigan	$247K	+$150K	2	0.38%	Increased
1643	Wealth Architects Mountain View, California	$247K	-$4.75K	1	0.04%	Reduced
1644	Amarillo National Bank Amarillo, Texas	$247K	-$4.22K	1	0.05%	Reduced
1645	ACM Ategra Capital Management Vienna, Virginia	$247K	+$1.23K	1	0.13%	Increased
1646	GHP Investment Advisors Denver, Colorado	$246K	-$161K	4	0.01%	Reduced
1647	JE JMAC Enterprises Newtown, Pennsylvania	$246K	+$215K	1	0.06%	New
1648	BFA Beacon Financial Advisory Cleveland, Ohio	$245K	+$176	1	0.14%	Increased
1649	III Independent Investors Inc Nesconset, New York	$244K	$0	1	0.06%	Maintained
1650	Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$244K	-$9.15K	1	0.03%	Reduced