← 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
1826	CAM Costello Asset Management Feasterville, Pennsylvania	$54.3K	$0	1	0.05%	Maintained
1827	CPP Capasso Planning Partners Charleston, South Carolina	$54.1K	$0	1	0.03%	Maintained
1828	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$54.1K	$0	1	0.02%	Maintained
1829	AS AM Squared Hong Kong	$54K	-$143K	1	0.06%	Reduced
1830	EWP Elevation Wealth Partners Santa Rosa, California	$53.5K	$0	2	0.05%	Maintained
1831	PineBridge Investments New York	$53.4K	$0	1	0%	Maintained
1832	IAS IMA Advisory Services Denver, Colorado	$51.7K	+$16.2K	1	0.01%	Increased
1833	FP Financial Perspectives Minneapolis, Minnesota	$51.5K	$0	3	0.02%	Maintained
1834	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$51.5K	$0	1	0.05%	Maintained
1835	AAG Armstrong Advisory Group Needham, Massachusetts	$51.4K	+$28.3K	2	0.01%	Increased
1836	CHC City Holding Co Charleston, West Virginia	$50.3K	-$10.6K	1	0.01%	Reduced
1837	CFD Creative Financial Designs Kokomo, Indiana	$49.8K	-$72.1K	1	0.01%	Reduced
1838	IPAM ICICI Prudential Asset Management Mumbai, India	$49.7K	-$2.74M	1	0.01%	Reduced
1839	CCP Carmel Capital Partners San Diego, California	$49.4K	-$102K	2	0.03%	Reduced
1840	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$49K	+$42.9K	2	0.02%	New
1841	SF Safeguard Financial Minocqua, Wisconsin	$47K	+$41.3K	1	0.02%	New
1842	RFG RFP Financial Group Atlanta, Georgia	$46K	+$6.87K	2	0.02%	Increased
1843	BWP Baldwin Wealth Partners Marion, Massachusetts	$44.6K	$0	3	0%	Maintained
1844	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$44.1K	$0	1	0.01%	Maintained
1845	CYG Clean Yield Group Norwich, Vermont	$43.4K	$0	1	0.02%	Maintained
1846	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$43K	+$2.64K	1	0.03%	Increased
1847	WAS Winch Advisory Services Appleton, Wisconsin	$43K	+$176	2	0.02%	Increased
1848	ME McIlrath & Eck Arlington, Washington	$42.4K	$0	1	0.01%	Maintained
1849	ACM Antonetti Capital Management Naples, Florida	$40.5K	-$713	2	0.06%	Reduced
1850	SNS Financial Group Minneapolis, Minnesota	$40.3K	$0	1	0.01%	Maintained