← 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
1651	BFG Baron Financial Group Fair Lawn, New Jersey	$5.52K	$0	1	0%	Maintained
1652	AFS Annapolis Financial Services Annapolis, Maryland	$5K	$0	1	0%	Maintained
1653	CA Crewe Advisors Salt Lake City, Utah	$5K	-$11.8K	2	0%	Reduced
1654	PWM Prentice Wealth Management Rochester, New York	$5K	$0	1	0%	Maintained
1655	PGAM Princeton Global Asset Management Princeton, New Jersey	$5K	$0	1	0%	Maintained
1656	RAM Riggs Asset Management Dallas, Pennsylvania	$5K	$0	1	0%	Maintained
1657	Kayne Anderson Rudnick Investment Management Los Angeles, California	$4K	$0	1	0%	Maintained
1658	RIA RPG Investment Advisory Pleasanton, California	$4K	$0	1	0%	Maintained
1659	ARMC American Research & Management Company Marion, Massachusetts	$3K	$0	1	0%	Maintained
1660	BA Bellwether Advisors Lincoln, Nebraska	$3K	+$3.36K	1	0%	New
1661	DCM Davidson Capital Management Corpus Christi, Texas	$3K	$0	1	0%	Maintained
1662	GPA Guidance Point Advisors Wellesley, Massachusetts	$3K	+$3.85K	2	0%	New
1663	RTL Red Tortoise LLC Atlanta, Georgia	$3K	+$4.16K	1	0%	New
1664	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$2K	$0	1	0%	Maintained
1665	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$2K	$0	1	0%	Maintained
1666	Candriam SCA Strassen, Luxembourg, Luxembourg	$2K	$0	1	0%	Maintained
1667	IWP IAG Wealth Partners Waukesha, Wisconsin	$2K	$0	1	0%	Maintained
1668	LF Lee Financial Dallas, Texas	$2K	+$2.27K	1	0%	New
1669	MS Mizuho Securities Tokyo, Japan	$2K	$0	1	0%	Maintained
1670	TAM Tucker Asset Management Littleton, Colorado	$1.65K	$0	1	0%	Maintained
1671	CI Cordant Inc Portland, Oregon	$1K	+$799	1	0%	New
1672	LWA Lenox Wealth Advisors New York	$1K	+$1.28K	1	0%	New
1673	Tortoise Capital Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
1674	TFA Toth Financial Advisory Leesburg, Virginia	$1K	$0	2	0%	Maintained
1675	AACP Advantage Alpha Capital Partners San Francisco, California	$0	-$207K	0	–	Closed