← 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
2176	SCM Sidoxia Capital Management Newport Beach, California	$902K	+$8.5K	1	0.66%	Increased
2177	Sax Wealth Advisors Parsippany, New Jersey	$901K	+$125K	1	0.04%	Increased
2178	RIA Richwood Investment Advisors Cincinnati, Ohio	$901K	-$8.06K	1	0.63%	Reduced
2179	KWMG King Wealth Management Group Naples, Florida	$901K	+$40.3K	1	0.1%	Increased
2180	AIA Group Hong Kong	$899K	$0	1	0.01%	Maintained
2181	TWM TRB Wealth Management Houston, Texas	$898K	-$403K	1	0.12%	Reduced
2182	CBB Citizens Business Bank Ontario, California	$897K	+$3.63K	1	0.14%	Increased
2183	CJ Caitlin John Brighton, Michigan	$894K	-$306K	3	0.49%	Reduced
2184	ICP Impact Capital Partners Greenwood Village, Colorado	$894K	+$484K	3	0.24%	Increased
2185	Apella Capital West Hartford, Connecticut	$890K	-$3.63K	1	0.01%	Reduced
2186	EL EWA LLC Pittsbugh, Pennsylvania	$889K	+$36.4K	3	0.16%	Increased
2187	MFG Magnus Financial Group New York	$888K	+$400K	2	0.06%	Increased
2188	AFW Avantra Family Wealth Mechanicsburg, Pennsylvania	$886K	+$755K	2	0.57%	New
2189	RFA Register Financial Advisors Atlanta, Georgia	$885K	-$24.2K	1	0.27%	Reduced
2190	WFC Western Financial Corp San Diego, California	$883K	+$381K	1	0.26%	Increased
2191	EW Enzi Wealth Austin, Texas	$883K	$0	1	0.28%	Maintained
2192	ESC Eurizon SLJ Capital London,	$882K	-$5.72M	2	0.33%	Reduced
2193	WIM Wiregrass Investment Management Thomasville, Georgia	$880K	+$19.5K	1	0.6%	Increased
2194	SCM Schnieders Capital Management Pasadena, California	$876K	+$180K	1	0.12%	Increased
2195	AAM Aureus Asset Management Boston, Massachusetts	$875K	-$107K	1	0.05%	Reduced
2196	AHB Abner Herrman & Brock Jersey City, New Jersey	$874K	+$807	1	0.08%	Increased
2197	F4L Fortune 45 LLC Gonzales, Louisiana	$872K	+$825K	1	0.37%	New
2198	KV Kickstand Ventures Pittsford, New York	$870K	+$195K	2	0.16%	Increased
2199	LWM LeConte Wealth Management Maryville, Tennessee	$869K	+$248K	2	0.47%	Increased
2200	CP Clarendon Private Boston, Massachusetts	$868K	+$4.84K	1	0.56%	Increased