← 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
1801	HC Hoese & Co Glencoe, Minnesota	$80.4K	$0	1	0.08%	Maintained
1802	Antipodes Partners Royal Exchange, Australia	$77K	$0	1	0%	Maintained
1803	KA Kozak & Associates Highlands Ranch, Colorado	$76K	-$60.1K	1	0.03%	Reduced
1804	USB Union Savings Bank Litchfield, Connecticut	$75.6K	+$64.7K	1	0.05%	New
1805	FSA Fort Sheridan Advisors Highland Park, Illinois	$74K	$0	1	0.02%	Maintained
1806	PSP Pacific Sage Partners Edmonds, Washington	$73.5K	$0	1	0.02%	Maintained
1807	WWM Wolff Wiese Magana Carslbad, California	$71.8K	$0	3	0.06%	Maintained
1808	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$71.6K	-$4.22K	1	0.01%	Reduced
1809	MCM MV Capital Management Bethesda, Maryland	$69.1K	+$7.57K	2	0.01%	Increased
1810	HCM Horrell Capital Management Little Rock, Arkansas	$69K	+$3.4K	2	0.02%	Increased
1811	TAM Tucker Asset Management Littleton, Colorado	$65.2K	+$466	5	0.02%	Increased
1812	CCA Column Capital Advisors Indianapolis, Indiana	$65.1K	+$232	3	0.01%	Increased
1813	BWS Buck Wealth Strategies Denver, Colorado	$64K	+$55.9K	1	0.03%	New
1814	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$63.5K	+$38K	1	0.02%	Increased
1815	TFA Toth Financial Advisory Leesburg, Virginia	$62.2K	-$677	2	0.01%	Reduced
1816	RBC Roble Belko & Company Sewickley, Pennsylvania	$62K	+$232	3	0.01%	Increased
1817	BIA Bell Investment Advisors Oakland, California	$60.7K	-$1.4K	5	0.01%	Reduced
1818	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$60.3K	+$52.8K	1	0.05%	New
1819	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$58.7K	$0	1	0.02%	Maintained
1820	SFG Steward Financial Group Colleyville, Texas	$58K	-$3.78K	2	0.02%	Reduced
1821	Wolverine Trading Chicago, Illinois	$57.2K	-$309K	1	0%	Reduced
1822	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$56.9K	$0	1	0.03%	Maintained
1823	Leonteq Securities AG Zurich, Switzerland	$56.3K	+$5.08K	2	0%	Increased
1824	WOSD WFA of San Diego San Diego, California	$55.8K	+$48.5K	2	0.05%	New
1825	BHWM Beaird Harris Wealth Management Dallas, Texas	$54.5K	$0	2	0.01%	Maintained