← 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
2026	SCM Sunbeam Capital Management Atlanta, Georgia	$1.16M	+$69K	1	0.53%	Increased
2027	SFG Stonebridge Financial Group San Rafael, California	$1.16M	+$1.1M	1	0.16%	New
2028	BBES Buffalo Business & Estate Services Orchard Park, New York	$1.16M	-$683K	0	–	Closed
2029	CWA CogentBlue Wealth Advisors Knoxville, Tennessee	$1.15M	+$194K	2	0.66%	Increased
2030	IP Indivisible Partners Clearwater, Florida	$1.15M	-$4.55M	1	0.07%	Reduced
2031	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$1.15M	+$5.65K	1	0.47%	Increased
2032	EA Everpar Advisors Tulsa, Oklahoma	$1.15M	+$340K	2	0.33%	Increased
2033	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$1.15M	+$101K	3	0.31%	Increased
2034	MQWP Morey & Quinn Wealth Partners Omaha, Nebraska	$1.15M	$0	1	0.74%	Maintained
2035	MWM Mindset Wealth Management Indianapolis, Indiana	$1.15M	-$960	2	0.22%	Reduced
2036	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$1.15M	+$74.2K	2	0.57%	Increased
2037	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.14M	+$1.07K	5	0.06%	Increased
2038	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.14M	+$843K	2	0.01%	Increased
2039	VR Vision Retirement Ridgewood, New Jersey	$1.14M	+$370K	3	0.28%	Increased
2040	SAM Satovsky Asset Management New York	$1.13M	$0	1	0.18%	Maintained
2041	PW Paladin Wealth Arden Hills, Minnesota	$1.13M	+$50K	1	0.66%	Increased
2042	GAM Griffin Asset Management New York	$1.13M	$0	1	0.12%	Maintained
2043	RA Riverstone Advisors New Braunfels, Texas	$1.13M	+$54K	1	0.47%	Increased
2044	WIA Wetzel Investment Advisors Indianapolis, Indiana	$1.13M	-$86.3K	1	0.39%	Reduced
2045	IPAM ICICI Prudential Asset Management Mumbai, India	$1.12M	-$3K	1	0.12%	Reduced
2046	FSA Financial Security Advisor Virginia Beach, Virginia	$1.12M	+$20.2K	1	0.18%	Increased
2047	NWMG National Wealth Management Group Cincinnati, Ohio	$1.12M	-$34.5K	1	0.35%	Reduced
2048	GD Grandfield & Dodd New York	$1.12M	-$70.6K	1	0.06%	Reduced
2049	HNB Hilltop National Bank Casper, Wyoming	$1.12M	-$293K	4	0.24%	Reduced
2050	RT Rockland Trust Hanover, Massachusetts	$1.12M	-$30.6K	1	0.04%	Reduced