← 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
2251	RWM Rialto Wealth Management Syracuse, New York	$815K	+$16.6K	8	0.16%	Increased
2252	JWM Jackson Wealth Management Lake Mary, Florida	$814K	-$10.1M	1	0.48%	Reduced
2253	CWP Clark Wealth Partners O'fallon, Illinois	$814K	-$56K	2	0.46%	Reduced
2254	FCM Fieldview Capital Management Niles, Michigan	$813K	+$739K	2	0.23%	New
2255	AFP Alpha Financial Partners Lexington, Kentucky	$812K	+$156K	2	0.43%	Increased
2256	SCM Sandler Capital Management New York	$812K	-$2.57M	1	0.4%	Reduced
2257	BAM Brave Asset Management Summit, New Jersey	$810K	$0	1	0.17%	Maintained
2258	RS R Squared Central, Hong Kong	$809K	+$45K	4	0.42%	Increased
2259	LCM LVM Capital Management Portage, Michigan	$806K	+$16.1K	1	0.07%	Increased
2260	WIM WealthPlan Investment Management Omaha, Nebraska	$805K	+$237K	2	0.04%	Increased
2261	XWL XXI Wealth LLC Chicago, Illinois	$805K	+$695K	2	0.37%	New
2262	Forvis Mazars Wealth Advisors Springfield, Missouri	$804K	-$6.86K	1	0.01%	Reduced
2263	TWM Trueblood Wealth Management Lima, Ohio	$804K	+$35.5K	1	0.28%	Increased
2264	NICM Neo Ivy Capital Management New York	$802K	-$293K	1	0.18%	Reduced
2265	PAS PKS Advisory Services Albany, New York	$801K	-$9.44K	2	0.13%	Reduced
2266	EFG Everhart Financial Group Dublin, Ohio	$799K	+$2.52K	2	0.05%	Increased
2267	TCM Teza Capital Management Chicago, Illinois	$798K	+$806K	2	1.54%	New
2268	LCGC Legacy Capital Group California Los Gatos, California	$796K	-$19.4K	1	0.24%	Reduced
2269	Cannell & Spears New York	$795K	+$234K	3	0.01%	Increased
2270	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$794K	+$10.9K	2	0.47%	Increased
2271	LWP LeClair Wealth Partners Dublin, Ohio	$794K	-$899K	1	0.41%	Reduced
2272	OL OneFund LLC Saint Petersburg, Florida	$793K	+$119K	3	0.45%	Increased
2273	WAG Wilkerson Advisory Group Columbia, Missouri	$792K	-$160K	3	0.24%	Reduced
2274	TC TFR Capital Plano, Texas	$791K	+$30.2K	1	0.22%	Increased
2275	AIC Archer Investment Corporation Carmel, Indiana	$791K	+$35K	4	0.15%	Increased