← 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
1901	NFSG Newbridge Financial Services Group Boca Raton, Florida	$23.1K	-$5.45K	3	0.01%	Reduced
1902	RWM Raffa Wealth Management Washington, District of Columbia	$22.8K	$0	2	0.01%	Maintained
1903	SWA Sutton Wealth Advisors Tampa, Florida	$22.1K	$0	2	0.01%	Maintained
1904	BA Bristlecone Advisors Bellevue, Washington	$21.6K	+$22.6K	1	0%	New
1905	JCA Jade Capital Advisors Essex Fells, New Jersey	$21.6K	$0	1	0.02%	Maintained
1906	PP Pacifica Partners Surrey, Canada	$21.1K	$0	1	0.01%	Maintained
1907	CCMI Creative Capital Management Investments San Diego, California	$20.7K	$0	1	0.01%	Maintained
1908	MLA MB, Levis & Associates Center Valley, Pennsylvania	$20.3K	$0	1	0.01%	Maintained
1909	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$20.2K	$0	2	0.01%	Maintained
1910	JFG JDM Financial Group Austin, Texas	$20.1K	$0	1	0.02%	Maintained
1911	SWA SOA Wealth Advisors New York	$20.1K	$0	1	0%	Maintained
1912	OP ORG Partners Roanoke, Indiana	$20.1K	+$17.9K	1	0%	New
1913	CT Clearstead Trust Portland, Maine	$19.2K	-$1.47K	2	0.01%	Reduced
1914	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$18.8K	$0	1	0.01%	Maintained
1915	HCP Hexagon Capital Partners Rogers, Arkansas	$18.3K	+$95	3	0%	Increased
1916	APW Acima Private Wealth Richmond, Virginia	$17.9K	$0	1	0.01%	Maintained
1917	TIM Tortoise Investment Management White Plains, New York	$16.8K	$0	2	0%	Maintained
1918	Jones Financial Companies Des Peres, Missouri	$16.7K	+$2.46K	1	0%	Increased
1919	LWP Lumature Wealth Partners Alpharetta, Georgia	$16.5K	$0	1	0.01%	Maintained
1920	OIS Okabena Investment Services Minneapolis, Minnesota	$16.3K	+$14.2K	1	0.01%	New
1921	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$15.1K	$0	1	0.01%	Maintained
1922	GEA Glen Eagle Advisors Kingston, New Jersey	$14.9K	+$352	1	0%	Increased
1923	AWM Abound Wealth Management Franklin, Tennessee	$14.6K	+$2.09K	3	0.01%	Increased
1924	GFPC Global Financial Private Client Sarasota, Florida	$14.3K	-$9.15K	2	0.01%	Reduced
1925	BG Bollard Group Boston, Massachusetts	$14K	+$12.7K	2	0%	New