← 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
2001	Capital Group Private Client Services Los Angeles, California	$1.22M	+$1.1M	1	0.02%	New
2002	Quotient Wealth Partners Dallas, Texas	$1.22M	+$102K	2	0.03%	Increased
2003	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$1.22M	-$66.1K	1	0.49%	Reduced
2004	MA MJP Associates Farmington, Connecticut	$1.21M	+$323K	3	0.13%	Increased
2005	IAS Integrity Advisory Solutions Dallas, Texas	$1.21M	+$339K	2	0.12%	Increased
2006	BHPW Beverly Hills Private Wealth Beverly Hills, California	$1.2M	-$1.48M	2	0.23%	Reduced
2007	CBT CoreFirst Bank & Trust Topeka, Kansas	$1.2M	$0	1	0.6%	Maintained
2008	QFA Quantum Financial Advisors El Segundo, California	$1.19M	+$1.21K	2	0.12%	Increased
2009	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1.19M	-$201K	3	0.04%	Reduced
2010	GC Gilbert & Cook West Des Moines, Iowa	$1.19M	-$25.5K	1	0.14%	Reduced
2011	MFC Mechanics Financial Corp Mansfield, Ohio	$1.19M	+$25.8K	1	0.43%	Increased
2012	ACG Allen Capital Group Grand Island, Nebraska	$1.19M	+$224K	2	0.1%	Increased
2013	MHC May Hill Capital Cohasset, Massachusetts	$1.19M	+$41.1K	2	0.25%	Increased
2014	QC Quent Capital New York	$1.19M	+$152K	4	0.07%	Increased
2015	PSCM Per Stirling Capital Management Austin, Texas	$1.18M	+$276K	2	0.11%	Increased
2016	GSWM Golden State Wealth Management Santa Ana, California	$1.18M	+$43.3K	3	0.11%	Increased
2017	SIA Sage Investment Advisers Wappingers Falls, New York	$1.18M	+$1.12M	1	0.79%	New
2018	Facet Wealth Inc Baltimore, Maryland	$1.18M	+$386K	1	0.02%	Increased
2019	GSB Greenfield Savings Bank Greenfield, Massachusetts	$1.18M	$0	1	0.45%	Maintained
2020	EWM Evermay Wealth Management Arlington, Virginia	$1.18M	+$379K	3	0.12%	Increased
2021	EML Eos Management LP New York	$1.18M	+$1.11M	1	0.47%	New
2022	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$1.17M	$0	1	0.05%	Maintained
2023	GEA Glen Eagle Advisors Kingston, New Jersey	$1.17M	+$203K	1	0.15%	Increased
2024	DCU Dara Capital US Miami, Florida	$1.17M	+$372K	2	0.81%	Increased
2025	FWTB First Western Trust Bank Denver, Colorado	$1.16M	+$2.42K	1	0.06%	Increased