← 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
1751	Gradient Investments Arden Hills, Minnesota	$169K	+$8.81K	2	0%	Increased
1752	T TOBAM Paris, France	$164K	+$144K	1	0.01%	New
1753	WP WealthPLAN Partners Omaha, Nebraska	$162K	-$2.46K	1	0.02%	Reduced
1754	GWS Glassman Wealth Services Vienna, Virginia	$160K	-$28.6K	3	0.03%	Reduced
1755	EBA Eagle Bay Advisors New York	$159K	-$11K	2	0.09%	Reduced
1756	MHR Matthew Hamilton Rosenberg	$158K	-$20.5K	2	0.05%	Reduced
1757	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$158K	-$24.2K	2	0.01%	Reduced
1758	PWMG Prestige Wealth Management Group Flemington, New Jersey	$156K	$0	2	0.04%	Maintained
1759	RA Rise Advisors Rochester, New York	$154K	+$16.4K	1	0.12%	Increased
1760	CWS Cypress Wealth Services Palm Desert, California	$153K	$0	1	0.04%	Maintained
1761	ECM Elgethun Capital Management Sioux Falls, South Dakota	$146K	+$128K	1	0.04%	New
1762	IGWM ICA Group Wealth Management Denver, Colorado	$145K	-$15.7K	3	0.04%	Reduced
1763	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$144K	-$12.6K	3	0.03%	Reduced
1764	Edmond de Rothschild Holding Chambesy, Switzerland	$143K	+$2.86K	2	0%	Increased
1765	LJHT Laurie J. Hall Trustee	$141K	+$80.7K	1	0.06%	Increased
1766	WSC Wellington Shields & Co New York	$141K	+$17.6K	1	0.03%	Increased
1767	AIM Acropolis Investment Management St. Louis, Missouri	$139K	-$176	1	0.01%	Reduced
1768	SSG Summit Securities Group New York	$137K	-$70.3K	2	0.02%	Reduced
1769	RMC Resources Management Corp West Hartford, Connecticut	$136K	+$74.8K	1	0.02%	Increased
1770	SIS Sound Income Strategies Ft Lauderdale, Florida	$129K	-$1.94K	2	0.01%	Reduced
1771	AF Arrow Financial Glens Falls, New York	$129K	-$2.46K	1	0.02%	Reduced
1772	SAM S.A. Mason Holland, Michigan	$129K	$0	1	0.09%	Maintained
1773	AT Avalon Trust Santa Fe, New Mexico	$129K	$0	1	0.01%	Maintained
1774	GCM Gables Capital Management Miami, Florida	$125K	$0	1	0.08%	Maintained
1775	HWA HHM Wealth Advisors Chattanooga, Tennessee	$125K	-$2.29K	2	0.02%	Reduced