← 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	VIM Vista Investment Management Pittsburgh, Pennsylvania	$11K	+$22.7K	1	0.01%	New
1652	Benjamin Edwards Inc Clayton, Missouri	$10K	-$52.6K	1	0%	Reduced
1653	LWP Lumature Wealth Partners Alpharetta, Georgia	$10K	-$6.01K	1	0%	Reduced
1654	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$10K	$0	1	0.01%	Maintained
1655	VCM Versant Capital Management Phoenix, Arizona	$10K	$0	3	0%	Maintained
1656	AIC Archer Investment Corporation Carmel, Indiana	$9.19K	+$454	4	0%	Increased
1657	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$9K	$0	1	0%	Maintained
1658	DWA Delos Wealth Advisors Dallas, Texas	$9K	$0	1	0.01%	Maintained
1659	MIM Macroview Investment Management Bethesda, Maryland	$9K	+$2.11K	1	0.01%	Increased
1660	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$9K	+$1.82K	3	0%	Increased
1661	BMD Better Money Decisions Santa Fe, New Mexico	$8K	+$8.87K	1	0.01%	New
1662	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$8K	$0	1	0%	Maintained
1663	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$8K	-$5.79K	2	0%	Reduced
1664	GFPC Global Financial Private Client Sarasota, Florida	$7.95K	$0	2	0%	Maintained
1665	CP Castleview Partners Dallas, Texas	$7.31K	-$73.9K	1	0.01%	Reduced
1666	DC Darrow Company Needham, Massachusetts	$7K	+$8.39K	1	0.01%	New
1667	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$7K	$0	1	0%	Maintained
1668	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$6K	$0	1	0.01%	Maintained
1669	FCT First Community Trust Dubuque, Iowa	$6K	$0	1	0.01%	Maintained
1670	RA Rational Advisors Huntington, New York	$6K	+$252	1	0%	Increased
1671	S Surevest Los Angeles, California	$6K	$0	2	0%	Maintained
1672	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$6K	$0	1	0%	Maintained
1673	GEA Glen Eagle Advisors Kingston, New Jersey	$5.84K	$0	1	0%	Maintained
1674	AFS Annapolis Financial Services Annapolis, Maryland	$5K	$0	1	0%	Maintained
1675	HWM Horizons Wealth Management Asheville, North Carolina	$5K	+$4.48K	1	0%	New