← 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
1676	RL Retireful LLC Haslett, Michigan	$2.19M	+$1.64M	1	2.04%	New
1677	LPT Legacy Private Trust Neenah, Wisconsin	$2.19M	+$662K	1	0.12%	Increased
1678	BIP Wealth Atlanta, Georgia	$2.18M	+$134K	1	0.06%	Increased
1679	PFS Physicians Financial Services Raleigh, North Carolina	$2.18M	-$10.1K	1	0.54%	Reduced
1680	WG Wealth Group Raleigh, North Carolina	$2.18M	+$1.23M	1	0.54%	Increased
1681	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$2.16M	-$41.5K	2	0.55%	Reduced
1682	IA IAM Advisory Easton, Pennsylvania	$2.15M	+$215K	2	0.42%	Increased
1683	ASA Axxion S.A. Grevenmacher, Luxembourg	$2.14M	+$2.08M	2	0.15%	New
1684	C Covestor London, United Kingdom	$2.14M	+$1.14M	7	1.23%	Increased
1685	PWAM Papamarkou Wellner Asset Management New York	$2.13M	+$256K	2	1.34%	Increased
1686	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$2.13M	+$207K	1	0.19%	Increased
1687	PNFS PW Nova Financial Services Newtown, Pennsylvania	$2.13M	+$197K	1	0.46%	Increased
1688	PBT Pictet Bank & Trust Nassau, Bahamas	$2.13M	-$63.7K	1	2.28%	Reduced
1689	TAM Tealwood Asset Management Minneapolis, Minnesota	$2.12M	-$13.3K	1	0.82%	Reduced
1690	HW HORAN Wealth Cincinnati, Ohio	$2.11M	-$60.1K	1	0.26%	Reduced
1691	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$2.11M	-$84.6K	3	0.42%	Reduced
1692	BFA Brown Financial Advisors Milford, Ohio	$2.11M	-$374K	1	0.74%	Reduced
1693	JWM Jacksonville Wealth Management Jacksonville, Florida	$2.11M	-$67.6K	1	1.19%	Reduced
1694	NCM NCM Capital Management Ramsey, New Jersey	$2.1M	-$10.1K	1	0.65%	Reduced
1695	IFG Advisory Atlanta, Georgia	$2.1M	+$1.96M	6	0.07%	Increased
1696	DWM Ducere Wealth Management Newport Beach, California	$2.1M	+$192K	1	0.63%	Increased
1697	Hills Bank & Trust North Liberty, Iowa	$2.1M	-$143K	2	0.09%	Reduced
1698	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.09M	+$432K	4	0.38%	Increased
1699	ADL Asset Dedication LLC San Francisco, California	$2.08M	+$12.6K	4	0.13%	Increased
1700	APW Aventura Private Wealth Aventura, Florida	$2.06M	+$131K	2	0.63%	Increased