← 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
2201	AWM Aries Wealth Management Portland, Maine	$867K	$0	1	0.17%	Maintained
2202	OF Optimize Financial Laguna Hills, California	$865K	-$2.61K	2	0.31%	Reduced
2203	SCS Sound Capital Solutions Naples, Florida	$865K	+$815K	2	0.2%	New
2204	BIG Brookwood Investment Group Phoenix, Arizona	$864K	+$397K	2	0.1%	Increased
2205	NB NBH Bank Greenwood Village, Colorado	$863K	+$824K	2	0.36%	New
2206	BMWM Brown Miller Wealth Management Mclean, Virginia	$863K	+$645K	1	0.22%	New
2207	Scharf Investments Los Gatos, California	$862K	-$109K	1	0.03%	Reduced
2208	LWM LightSquare Wealth Management Bingham Farms, Michigan	$862K	-$123K	1	0.59%	Reduced
2209	RFP Root Financial Partners Encinitas, California	$859K	+$93.2K	2	0.03%	Increased
2210	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$859K	-$232K	1	0.09%	Reduced
2211	ZIG Zuckerman Investment Group Chicago, Illinois	$858K	+$4.84K	1	0.07%	Increased
2212	IA IFC Advisors Los Angeles, California	$855K	-$273K	1	0.11%	Reduced
2213	SPW Signet Private Wealth Chicago, Illinois	$855K	-$66.1K	1	0.68%	Reduced
2214	KWM KFG Wealth Management Granger, Indiana	$854K	+$171K	1	0.1%	Increased
2215	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$854K	-$679K	2	0.08%	Reduced
2216	BWP Balboa Wealth Partners Scottsdale, Arizona	$854K	+$33.5K	1	0.12%	Increased
2217	BWM BAM Wealth Management Lakewood, Colorado	$853K	-$255K	2	0.53%	Reduced
2218	AWM Accurate Wealth Management Wesley Chapel, Florida	$851K	+$16.1K	1	0.08%	Increased
2219	Washington Trust Westerly, Rhode Island	$850K	+$403	1	0.03%	Increased
2220	WPA West Paces Advisors Atlanta, Georgia	$848K	-$56.6K	2	0.14%	Reduced
2221	FPL Fortress Private Ledger Raleigh, North Carolina	$848K	-$39.5K	1	0.23%	Reduced
2222	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$847K	+$217K	3	0.23%	Increased
2223	JMBA J. M. Brown & Associates Tulsa, Oklahoma	$845K	+$709K	2	0.48%	New
2224	SFS Sharp Financial Services Horsham, Pennsylvania	$845K	+$20.6K	1	0.39%	Increased
2225	AP Advisortrust Partners Raleigh, North Carolina	$845K	-$40.3K	1	0.29%	Reduced