← 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
1851	FFC First Financial Corp Terre Haute, Indiana	$40.2K	$0	1	0.03%	Maintained
1852	SC Stephens Consulting Flint, Michigan	$40.2K	$0	1	0.02%	Maintained
1853	KA Kercheville Advisors San Antonio, Texas	$39.9K	-$3.87K	1	0.02%	Reduced
1854	AI AXS Investments Port Chester, New York	$39.2K	-$13.4K	1	0.01%	Reduced
1855	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$39K	$0	1	0.01%	Maintained
1856	NC NewSquare Capital Newtown Square, Pennsylvania	$38.8K	+$24.5K	2	0%	Increased
1857	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$38.8K	-$24.3K	1	0.03%	Reduced
1858	CIA Cape Investment Advisory Mcdonough, Georgia	$38.8K	$0	1	0.02%	Maintained
1859	BWM Baystate Wealth Management Boston, Massachusetts	$38.7K	-$5.21K	3	0%	Reduced
1860	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$38.6K	$0	3	0.01%	Maintained
1861	CWM Cedar Wealth Management Walnut Creek, California	$37.6K	$0	1	0.01%	Maintained
1862	CP Castleview Partners Dallas, Texas	$37.6K	$0	2	0.03%	Maintained
1863	AIC Archer Investment Corporation Carmel, Indiana	$37K	+$19.4K	4	0.01%	Increased
1864	CPG Cornerstone Planning Group Fairfield, New Jersey	$36.4K	+$31.8K	1	0.01%	New
1865	CSB City State Bank Norwalk, Iowa	$36K	$0	1	0.02%	Maintained
1866	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$35.8K	$0	1	0.01%	Maintained
1867	DI Disciplined Investments Tulsa, Oklahoma	$35.6K	-$623	5	0.02%	Reduced
1868	WIM Westside Investment Management Santa Monica, California	$35.2K	$0	1	0.01%	Maintained
1869	TC Truvestments Capital Sarasota, Florida	$35.1K	$0	1	0.02%	Maintained
1870	FMP Financial Management Professionals Austin, Texas	$34K	+$879	2	0.01%	Increased
1871	QL Quarry LP New York	$33.1K	-$66.2K	3	0.01%	Reduced
1872	MWM Mascoma Wealth Management Hanover, New Hampshire	$33K	-$12.1K	1	0.01%	Reduced
1873	HS Horan Securities Cincinnati, United States	$33K	+$5.28K	1	0.01%	Increased
1874	SN Sittner & Nelson Eugene, Oregon	$32.8K	-$5.45K	1	0.02%	Reduced
1875	MM MQS Management New York	$32K	-$384K	1	0.02%	Reduced