← 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
2276	OR Olympiad Research Stamford, Connecticut	$791K	+$559K	2	1.65%	New
2277	TCM Traynor Capital Management Malvern, Pennsylvania	$790K	+$214K	1	0.04%	Increased
2278	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$790K	+$713K	1	0.4%	Increased
2279	RRA Red Reef Advisors Boca Raton, Florida	$788K	-$18.1K	1	0.73%	Reduced
2280	PAM Paradigm Asset Management New York	$788K	+$421K	2	0.17%	Increased
2281	GWP Gateway Wealth Partners Appleton, Wisconsin	$788K	-$598K	1	0.05%	Reduced
2282	HBT Heartland Bank & Trust Bloomington, Illinois	$787K	-$13.5K	1	0.16%	Reduced
2283	WAM Wakefield Asset Management Englewood, Colorado	$784K	$0	1	0.18%	Maintained
2284	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$784K	$0	2	0.25%	Maintained
2285	SCG Sonata Capital Group Seattle, Washington	$782K	$0	1	0.25%	Maintained
2286	SFP Shepherd Financial Partners Winchester, Massachusetts	$779K	+$1.61K	1	0.06%	Increased
2287	CIA Cascade Investment Advisors Oregon City, Oregon	$779K	$0	1	0.43%	Maintained
2288	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$777K	-$52.4K	1	0.12%	Reduced
2289	FSA Fort Sheridan Advisors Highland Park, Illinois	$772K	-$8.06K	1	0.08%	Reduced
2290	Heritage Wealth Advisors Richmond, Virginia	$770K	+$80.7K	1	0.03%	Increased
2291	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$770K	-$319K	2	0.05%	Reduced
2292	Everett Harris & Co Los Angeles, California	$767K	$0	1	0.01%	Maintained
2293	CH Cromwell Holdings Jackson, Wyoming	$766K	+$30.2K	5	0.34%	Increased
2294	CC Courier Capital Buffalo, New York	$764K	-$25.4K	1	0.04%	Reduced
2295	MAM McLaughlin Asset Management Danville, Illinois	$763K	+$28.2K	1	0.53%	Increased
2296	RF Rossby Financial Melbourne, Florida	$763K	+$176K	4	0.14%	Increased
2297	WFI West Family Investments Carlsbad, California	$762K	+$46.6K	2	0.22%	Increased
2298	IA Insight Advisors Newtown, Pennsylvania	$760K	+$4.44K	1	0.13%	Increased
2299	CFG Carr Financial Group Worcester, Massachusetts	$758K	+$1.61K	1	0.17%	Increased
2300	CRI Colonial River Investments Midlothian, Virginia	$758K	-$10.9K	1	0.22%	Reduced