← 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
1776	Capital Advisors Inc Tulsa, Oklahoma	$1.79M	+$515K	2	0.03%	Increased
1777	MCWA Meadow Creek Wealth Advisors Atlanta, Georgia	$1.78M	-$8.47K	1	1.09%	Reduced
1778	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$1.78M	$0	1	0.59%	Maintained
1779	OFS OneAscent Financial Services Birmingham, Alabama	$1.78M	-$781K	2	0.09%	Reduced
1780	WC Waterloo Capital Austin, Texas	$1.78M	+$200K	3	0.1%	Increased
1781	GLR Great Lakes Retirement Sandusky, Ohio	$1.77M	+$58.1K	1	0.16%	Increased
1782	EM Excalibur Management Waltham, Massachusetts	$1.77M	-$10.5K	1	0.58%	Reduced
1783	IIC Ironwood Investment Counsel Scottsdale, Arizona	$1.76M	-$2.42K	1	0.23%	Reduced
1784	WSC Wellington Shields & Co New York	$1.76M	+$126K	2	0.39%	Increased
1785	PCS Personal CFO Solutions Chester, New Jersey	$1.75M	+$428K	4	0.25%	Increased
1786	SPC Spirepoint Private Client Vero Beach, Florida	$1.75M	+$6.45K	1	0.14%	Increased
1787	CX Institutional Auburn, Indiana	$1.75M	-$21.1K	4	0.05%	Reduced
1788	BWAM Blue Water Asset Management Grand Rapids, Michigan	$1.74M	+$1.61K	1	0.56%	Increased
1789	PFC Phocas Financial Corp Alameda, California	$1.74M	$0	1	0.24%	Maintained
1790	JAG Journey Advisory Group Covington, Kentucky	$1.74M	+$56.1K	1	0.13%	Increased
1791	TPW Talon Private Wealth The Villages, Florida	$1.74M	-$524K	2	0.2%	Reduced
1792	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$1.74M	+$22.8K	2	0.08%	Increased
1793	B Bensler Bellevue, Washington	$1.73M	+$1.22M	1	0.15%	Increased
1794	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1.73M	+$60.1K	4	0.17%	Increased
1795	MCP Miller Capital Partners Troy, Michigan	$1.73M	+$239K	1	0.67%	Increased
1796	MFA Mayflower Financial Advisors Boston, Massachusetts	$1.73M	+$11.7K	1	0.15%	Increased
1797	Welch Group Birmingham, Alabama	$1.73M	+$277K	3	0.06%	Increased
1798	CGFA Colton Groome Financial Advisors Asheville, North Carolina	$1.73M	+$99.6K	1	0.42%	Increased
1799	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$1.72M	-$2.02K	1	0.37%	Reduced
1800	CFFP Center for Financial Planning Southfied, Michigan	$1.72M	-$137K	1	0.16%	Reduced