← 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
1951	RTL Red Tortoise LLC Atlanta, Georgia	$7.64K	-$528	1	0%	Reduced
1952	AFS Annapolis Financial Services Annapolis, Maryland	$7.24K	$0	1	0%	Maintained
1953	HWM HighMark Wealth Management St. Paul, Minnesota	$7.24K	-$7.21K	1	0.01%	Reduced
1954	CPA Cowen Prime Advisors New York	$7.04K	$0	1	0%	Maintained
1955	SWM Sugarloaf Wealth Management Duluth, Georgia	$7.04K	$0	1	0%	Maintained
1956	TFA Transamerica Financial Advisors St. Petersburg, Florida	$7K	-$304K	1	0%	Reduced
1957	TCM Tradewinds Capital Management Bellingham, Washington	$6.88K	+$5.28K	2	0%	Increased
1958	GA GoalVest Advisory New York	$6.58K	+$5.63K	1	0%	New
1959	AP Atwood & Palmer Kansas City, Missouri	$6.03K	$0	1	0%	Maintained
1960	DCM Davidson Capital Management Corpus Christi, Texas	$5.4K	$0	1	0%	Maintained
1961	RI Ridgewood Investments Springfield, New Jersey	$5.23K	$0	1	0%	Maintained
1962	AW Avion Wealth The Woodlands, Texas	$5K	+$3.82K	2	0%	Increased
1963	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$4.9K	$0	1	0%	Maintained
1964	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$4.63K	-$11.3K	1	0%	Reduced
1965	TCA Trifecta Capital Advisors Northbrook, Illinois	$4.16K	-$44.7K	2	0%	Reduced
1966	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$4.02K	-$1.23K	1	0%	Reduced
1967	BAM Byrne Asset Management Kingston, New Jersey	$4K	+$3.08K	1	0%	New
1968	RA Rational Advisors Huntington, New York	$3.66K	$0	1	0%	Maintained
1969	LIM Longfellow Investment Management Boston, Massachusetts	$3.63K	$0	2	0%	Maintained
1970	PO Private Ocean San Rafael, California	$3.28K	$0	1	0%	Maintained
1971	FCB First Command Bank Fort Worth, Texas	$2.21K	+$1.94K	1	0%	New
1972	FCFS First Command Financial Services Fort Worth, Texas	$2.21K	+$1.94K	1	0%	New
1973	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.17K	+$2.08K	1	0%	New
1974	PP PFS Partners Mine Hill, New Jersey	$2.16K	$0	1	0%	Maintained
1975	AFG Albion Financial Group Salt Lake City, Utah	$1.62K	+$950	1	0%	Increased