← 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
1976	TWP TFO Wealth Partners Maumee, Ohio	$1.54K	$0	3	0%	Maintained
1977	RG Retirement Group San Diego, California	$1.47K	-$1.49K	2	0%	Reduced
1978	TWD True Wealth Design Akron, Ohio	$1.41K	-$501	2	0%	Reduced
1979	PS PayPay Securities Tokyo, Japan	$1.31K	$0	1	0.08%	Maintained
1980	Benjamin Edwards Inc Clayton, Missouri	$1K	-$407	1	0%	Reduced
1981	LFA Level Financial Advisors East Amherst, New York	$773	$0	1	0%	Maintained
1982	CFS CGC Financial Services Lake Oswego, Oregon	$393	+$407	1	0%	New
1983	IWP IAG Wealth Partners Waukesha, Wisconsin	$324	$0	1	0%	Maintained
1984	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$216	+$204	1	0%	New
1985	RF Robbins Farley Bedford, New Hampshire	$147	$0	1	0%	Maintained
1986	CA Crewe Advisors Salt Lake City, Utah	$128	-$66K	1	0%	Reduced
1987	SWM Sanctuary Wealth Management Pocatello, Idaho	$117	+$136	1	0%	New
1988	VAG VisionPoint Advisory Group Dallas, Texas	$108	+$136	1	0%	New
1989	AWM AllSquare Wealth Management Albany, New York	$43	$0	1	0%	Maintained
1990	AWM Accel Wealth Management Waverly, Iowa	$0	-$127K	0	–	Closed
1991	AWM Activest Wealth Management Aventure, Florida	$0	-$217	0	–	Closed
1992	AA AlphaCentric Advisors San Juan, Puerto Rico	$0	-$60.1K	0	–	Closed
1993	ACM Arosa Capital Management Miami Beach, Florida	$0	-$14.6M	0	–	Closed
1994	AJ Ashburton (Jersey) St Helier, Jersey	$0	-$16.9M	0	–	Closed
1995	AustralianSuper Melbourne, Australia	$0	-$520K	0	–	Closed
1996	AC AXQ Capital Jersey City, New Jersey	$0	-$829K	0	–	Closed
1997	BCM Bayesian Capital Management Brooklyn, New York	$0	-$2.3M	0	–	Closed
1998	BBL Beck Bode LLC Dedham, Massachusetts	$0	-$2.81M	0	–	Closed
1999	BA Bellwether Advisors Lincoln, Nebraska	$0	-$3.49M	0	–	Closed
2000	BFPW BOK Financial Private Wealth Denver, Colorado	$0	-$3.64K	0	–	Closed