← 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
1926	DAC Dividend Assets Capital Ridgeland, South Carolina	$14K	+$6.16K	1	0%	Increased
1927	DWA Delos Wealth Advisors Dallas, Texas	$13.9K	$0	1	0.02%	Maintained
1928	SIC SJS Investment Consulting Sylvania, Ohio	$13.7K	-$438	4	0%	Reduced
1929	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$13K	$0	2	0.01%	Maintained
1930	FCT First Community Trust Dubuque, Iowa	$12.2K	$0	1	0.01%	Maintained
1931	TF TimeScale Financial Danvers, Massachusetts	$12.2K	$0	2	0%	Maintained
1932	NMG New Millennium Group Sandy, Utah	$12K	+$5.8K	2	0.01%	Increased
1933	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$12K	-$9.52K	3	0%	Reduced
1934	KFS Kelly Financial Services Braintree, Massachusetts	$11.8K	+$10.2K	2	0.01%	New
1935	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$11.5K	$0	1	0%	Maintained
1936	MIM Macroview Investment Management Bethesda, Maryland	$10.9K	+$9.5K	1	0.02%	New
1937	FPFS First Personal Financial Services Charlotte, North Carolina	$10.7K	$0	1	0%	Maintained
1938	JMF Johnson Midwest Financial Glidden, Iowa	$10.7K	$0	1	0.01%	Maintained
1939	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$10.3K	$0	1	0%	Maintained
1940	NCM Northwest Capital Management Lake Oswego, Oregon	$10.3K	+$8.97K	1	0%	New
1941	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$10.1K	$0	1	0.01%	Maintained
1942	HWM Horizons Wealth Management Asheville, North Carolina	$10.1K	+$3.17K	1	0.01%	Increased
1943	WAM WFA Asset Management Whitefish Bay, Wisconsin	$10.1K	$0	1	0.01%	Maintained
1944	2L 25 LLC St. Louis, Missouri	$10.1K	+$1.52K	3	0.01%	Increased
1945	AP Advisors Preferred Rockville, Maryland	$9.43K	+$8.27K	1	0%	New
1946	CMP Coston McIsaac & Partners Bar Harbor, Maine	$9K	$0	2	0%	Maintained
1947	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$8.65K	+$7.56K	1	0%	New
1948	CBT Central Bank & Trust Lexington, Kentucky	$8.45K	-$11K	1	0%	Reduced
1949	CSC Caldwell Sutter Capital Sausalito, California	$8.04K	+$5.28K	1	0%	Increased
1950	LF Lee Financial Dallas, Texas	$7.84K	$0	1	0%	Maintained