← 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	LC Lincoln Capital Lincoln, Nebraska	$234K	+$204K	1	0.06%	New
1677	Equitable Holdings New York	$233K	+$204K	1	0%	New
1678	TWM Thrive Wealth Management Audubon, Pennsylvania	$231K	+$202K	1	0.06%	New
1679	CG Clifford Group Wayland, Massachusetts	$229K	-$7.04K	1	0.25%	Reduced
1680	WMA Wealth Management Associates Cherry Hill, New Jersey	$229K	+$201K	1	0.13%	New
1681	Members Trust Tampa, Florida	$228K	+$199K	1	0.01%	New
1682	PAM Palisade Asset Management Minneapolis, Minnesota	$228K	+$199K	1	0.03%	New
1683	ATC Adirondack Trust Company Saratoga Springs, New York	$227K	-$39.4K	2	0.11%	Reduced
1684	NPA Nichols & Pratt Advisers Boston, Massachusetts	$226K	+$198K	1	0.02%	New
1685	BFA Beaumont Financial Advisors Needham, Massachusetts	$225K	+$197K	1	0.02%	New
1686	CF Centaurus Financial Anaheim, California	$225K	-$55.4K	1	0.02%	Reduced
1687	ZWJ Investment Counsel Atlanta, Georgia	$225K	+$197K	1	0.01%	New
1688	WC Waterloo Capital Austin, Texas	$224K	+$196K	1	0.07%	New
1689	FBT First Bank & Trust Brookings, South Dakota	$224K	+$192K	1	0.06%	New
1690	HPA High Probability Advisors Pittsford, New York	$224K	+$196K	1	0.05%	New
1691	DJYG David J. Yvars Group University Park, Florida	$223K	-$19.1K	1	0.18%	Reduced
1692	RIA Regal Investment Advisors Kentwood, Michigan	$223K	-$39.6K	1	0.02%	Reduced
1693	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$223K	+$195K	1	0.07%	New
1694	SCA Summit Creek Advisors Minneapolis, Minnesota	$223K	+$475	1	0.03%	Increased
1695	Ameritas Advisory Services Lincoln, Nebraska	$222K	-$119K	1	0.03%	Reduced
1696	MCM Mainstay Capital Management Grand Blanc, Michigan	$222K	-$26.1K	1	0.04%	Reduced
1697	ICM IMS Capital Management Portland, Oregon	$222K	+$194K	1	0.12%	New
1698	BOM Bank of Marin Novato, California	$221K	-$61.6K	1	0.21%	Reduced
1699	CGIM Capital Group Investment Management Raffles Quay, Singapore	$221K	+$193K	1	0.01%	New
1700	WAM Worth Asset Management Dallas, Texas	$221K	$0	1	0.17%	Maintained