← 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	OCM Objective Capital Management Pepper Pike, Ohio	$244K	-$352	1	0.21%	Reduced
1652	KWM Kolinsky Wealth Management Ramsey, New Jersey	$243K	-$3.8K	1	0.23%	Reduced
1653	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$242K	+$207K	1	0.07%	New
1654	CPC Congress Park Capital Saratoga Springs, New York	$241K	$0	1	0.12%	Maintained
1655	Elk River Wealth Management Denver, Colorado	$241K	$0	1	0.05%	Maintained
1656	Parthenon LLC Louisville, Kentucky	$241K	$0	1	0.03%	Maintained
1657	RWM Revisor Wealth Management Akron, Ohio	$241K	-$48.5K	1	0.22%	Reduced
1658	HWM HFR Wealth Management Niskayuna, New York	$241K	-$2.81K	1	0.07%	Reduced
1659	Americana Partners Houston, Texas	$241K	+$210K	1	0.03%	New
1660	Aptus Capital Advisors Fairhope, Alabama	$241K	+$210K	1	0.01%	New
1661	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$240K	-$22.3K	1	0.07%	Reduced
1662	Strategic Wealth Partners Independence, Ohio	$240K	+$210K	1	0.03%	New
1663	Fourpath Capital Management Oklahoma City, Oklahoma	$240K	-$26K	1	0.29%	Reduced
1664	Abbrea Capital Greenbrae, California	$239K	-$2.81K	1	0.04%	Reduced
1665	E Fund Management Guangzhou, China	$239K	-$19.5K	1	0.02%	Reduced
1666	CRWM Castle Rock Wealth Management Walnut Creek, California	$239K	$0	1	0.08%	Maintained
1667	Fukoku Mutual Life Insurance Tokyo, Japan	$238K	$0	1	0.02%	Maintained
1668	BMA Brooks Moore & Associates Chattanooga, Tennessee	$238K	-$87.6K	1	0.17%	Reduced
1669	Prio Wealth Limited Partnership Boston, Massachusetts	$238K	$0	1	0.01%	Maintained
1670	Meridian Wealth Management Lexington, Kentucky	$237K	-$86.7K	1	0.02%	Reduced
1671	TWA Talisman Wealth Advisors Mountainside, New Jersey	$237K	-$1.06K	1	0.4%	Reduced
1672	NIA NIA Impact Advisors Berkeley, California	$237K	+$192K	1	0.13%	New
1673	Venturi Wealth Management Austin, Texas	$235K	+$1.54K	3	0.02%	Increased
1674	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$235K	+$205K	1	0.12%	New
1675	LAM Lifestyle Asset Management Friendswood, Texas	$234K	$0	1	0.14%	Maintained