← 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	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$5K	+$4.7K	3	0%	Increased
1677	MS Mizuho Securities Tokyo, Japan	$5K	$0	1	0%	Maintained
1678	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$5K	-$4.78K	2	0%	Reduced
1679	BFG Baron Financial Group Fair Lawn, New Jersey	$4.66K	$0	1	0%	Maintained
1680	AP Atwood & Palmer Kansas City, Missouri	$4K	$0	1	0%	Maintained
1681	CMP Coston McIsaac & Partners Bar Harbor, Maine	$4K	+$4.04K	1	0%	New
1682	Kayne Anderson Rudnick Investment Management Los Angeles, California	$4K	$0	1	0%	Maintained
1683	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$4K	$0	1	0%	Maintained
1684	TIM Tevis Investment Management Plano, Texas	$4K	$0	1	0%	Maintained
1685	HF Halpern Financial Ashburn, Virginia	$3.78K	+$4.2K	1	0%	New
1686	PP PFS Partners Mine Hill, New Jersey	$3.75K	$0	1	0%	Maintained
1687	Avior Wealth Management Omaha, Nebraska	$3K	$0	1	0%	Maintained
1688	LF Lee Financial Dallas, Texas	$3K	$0	1	0%	Maintained
1689	TCWM Total Clarity Wealth Management St. Charles, Illinois	$3K	+$3.28K	1	0%	New
1690	AW ACG Wealth Atlanta, Georgia	$2K	+$1.78K	2	0%	New
1691	BWS BCR Wealth Strategies Vestavia, Alabama	$2K	$0	1	0%	Maintained
1692	BA Bivin & Associates Ponca City, Oklahoma	$2K	$0	1	0%	Maintained
1693	DCM Davidson Capital Management Corpus Christi, Texas	$2K	$0	1	0%	Maintained
1694	TFA Toth Financial Advisory Leesburg, Virginia	$2K	+$1.24K	2	0%	Increased
1695	CWA Clearview Wealth Advisors Salem, Oregon	$1K	-$4.29K	1	0%	Reduced
1696	FBC Fairfield, Bush & Co Darien, Connecticut	$1K	+$1K	1	0%	New
1697	IWP IAG Wealth Partners Waukesha, Wisconsin	$1K	$0	1	0%	Maintained
1698	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$1K	+$378	1	0%	Increased
1699	LFA Level Financial Advisors East Amherst, New York	$1K	$0	1	0%	Maintained
1700	PWM Prentice Wealth Management Rochester, New York	$1K	+$1.54K	1	0%	New