← 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
1876	JFA JNBA Financial Advisors Bloomington, Minnesota	$32K	-$226K	2	0%	Reduced
1877	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$31.5K	+$27.9K	2	0.01%	New
1878	MFA McClarren Financial Advisors State College, Pennsylvania	$31K	-$352	1	0.03%	Reduced
1879	VNA Valley National Advisers Bethlehem, Pennsylvania	$31K	+$475	3	0.01%	Increased
1880	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$30.1K	+$5.51K	3	0.01%	Increased
1881	EA Evolution Advisers Richmond, Virginia	$30K	$0	1	0.02%	Maintained
1882	WOC West Oak Capital Westlake Village, California	$29.7K	$0	1	0.01%	Maintained
1883	ODG O'Dell Group Cincinnati, Ohio	$29K	+$25.3K	1	0.01%	New
1884	MAM Marquette Asset Management Minneapolis, Minnesota	$28.2K	+$24.6K	1	0.01%	New
1885	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$27.5K	+$23.9K	1	0.02%	New
1886	SWMP Signature Wealth Management Partners Montvale, New Jersey	$27.4K	$0	1	0.03%	Maintained
1887	HI Hoey Investments Coatesville, Pennsylvania	$26.9K	$0	1	0.01%	Maintained
1888	Horizon Kinetics Asset Management New York	$26.9K	$0	1	0%	Maintained
1889	VCM Versant Capital Management Phoenix, Arizona	$26.6K	+$7.32K	4	0.01%	Increased
1890	Avior Wealth Management Omaha, Nebraska	$26.3K	$0	2	0%	Maintained
1891	NIC Northwest Investment Counselors Lake Oswego, Oregon	$26.1K	$0	1	0.01%	Maintained
1892	SC Solstein Capital Menlo Park, California	$26K	$0	2	0.02%	Maintained
1893	FA Fermata Advisors Sonoma, California	$25.3K	+$26.5K	1	0.02%	New
1894	FSWA Financial Synergies Wealth Advisors Houston, Texas	$25.3K	$0	2	0%	Maintained
1895	Millburn Ridgefield Corp New York	$25.1K	+$4.34K	1	0%	Increased
1896	RWPA Richard W. Paul & Associates Novi, Michigan	$24.7K	$0	1	0.01%	Maintained
1897	LCM Lazari Capital Management Woodland Hills, California	$24.4K	+$25.6K	1	0.01%	New
1898	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$24K	-$24.8K	1	0.02%	Reduced
1899	Magellan Asset Management Sydney, Australia	$23.9K	+$352	1	0%	Increased
1900	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$23.7K	$0	1	0.02%	Maintained