← 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
2126	TIA Traphagen Investment Advisors Oradell, New Jersey	$974K	+$167K	2	0.07%	Increased
2127	Wellspring Financial Advisors Cleveland, Ohio	$970K	+$373K	2	0.06%	Increased
2128	WIA Westbourne Investment Advisors Annapolis, Maryland	$969K	-$72.6K	1	0.27%	Reduced
2129	Fiduciary Financial Group San Rafael, California	$969K	+$70.6K	1	0.11%	Increased
2130	LI Lafayette Investments Ashton, Maryland	$967K	-$24.6K	1	0.18%	Reduced
2131	CWA Crux Wealth Advisors Long Beach, California	$966K	+$807	1	0.34%	Increased
2132	AFO Arrowroot Family Office Marina Del Rey, California	$966K	-$371K	1	0.28%	Reduced
2133	Machina Capital Paris, France	$964K	+$33.5K	1	0.15%	Increased
2134	WI Wedgewood Investors Erie, Pennsylvania	$963K	$0	1	0.99%	Maintained
2135	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$961K	-$438K	1	0.53%	Reduced
2136	CAC Core Alternative Capital Peachtree Corners, Georgia	$961K	-$79.4K	2	0.29%	Reduced
2137	Tompkins Financial Ithaca, New York	$960K	-$279K	1	0.07%	Reduced
2138	ACM AUA Capital Management Camp Hill, Pennsylvania	$959K	$0	1	0.44%	Maintained
2139	HNWAG High Net Worth Advisory Group Naples, Florida	$958K	+$4.03K	1	0.2%	Increased
2140	CIM CIM Investment Management Pittsburgh, Pennsylvania	$958K	+$62.2K	1	0.23%	Increased
2141	Magnetar Financial Evanston, Illinois	$955K	+$896K	1	0.01%	New
2142	SF Schuylkill Financial Wyomissing, Pennsylvania	$954K	+$903K	1	0.88%	New
2143	BLC Blue Line Capital Chicago, Illinois	$953K	+$902K	1	0.8%	New
2144	LBC Leigh Baldwin & Co Cazenovia, New York	$953K	+$178K	2	0.51%	Increased
2145	BWM Birchcreek Wealth Management Miami Township, Ohio	$952K	+$431K	1	0.37%	Increased
2146	MinichMacGregor Wealth Management Saratoga Springs, New York	$952K	+$133K	2	0.14%	Increased
2147	Sargent Investment Group Bethesda, Maryland	$949K	+$42.6K	2	0.11%	Increased
2148	Truvestments Capital Sarasota, Florida	$947K	+$63.9K	7	0.14%	Increased
2149	CC Clearwave Capital Upland, California	$947K	+$20.3K	2	0.52%	Increased
2150	Armis Advisers Atlanta, Georgia	$944K	+$119K	1	0.09%	Increased