← 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
2351	GA GFS Advisors Houston, Texas	$697K	+$12.3K	2	0.07%	New
2352	OCA Odyssey Capital Advisors Bala Cynwyd, Pennsylvania	$695K	+$243K	1	0.5%	Increased
2353	V ViaWealth Leawood, Kansas	$694K	$0	1	0.35%	Maintained
2354	VWM Vertrix Wealth Management Troy, Michigan	$693K	+$656K	1	0.23%	New
2355	GC GatePass Capital Independence, Ohio	$692K	-$234K	2	0.26%	Reduced
2356	MAMU Myriad Asset Management US West Palm Beach, Florida	$691K	$0	1	0.95%	Maintained
2357	OFO OneAscent Family Office Birmingham, Alabama	$690K	+$251K	3	0.35%	Increased
2358	TTWM TCV Trust & Wealth Management Richmond, Virginia	$683K	-$244K	1	0.05%	Reduced
2359	SB Strategic Blueprint Atlanta, Georgia	$682K	-$7.66K	1	0.03%	Reduced
2360	AW Alteri Wealth Westlake Village, California	$681K	-$110K	1	0.19%	Reduced
2361	Kestra Investment Management Austin, Texas	$678K	+$234K	1	0.01%	Increased
2362	TA TFB Advisors Overland Park, Kansas	$677K	+$72.1K	1	0.3%	Increased
2363	SAW Signal Advisors Wealth Detroit, Michigan	$677K	-$639K	2	0.03%	Reduced
2364	COFSG Carbahal Olsen Financial Services Group Davis, California	$676K	$0	1	0.47%	Maintained
2365	IP Investment Partners New Philadelphia, Ohio	$675K	+$56.9K	1	0.21%	Increased
2366	MAG MRA Advisory Group Parsippany, New Jersey	$674K	+$632K	1	0.24%	New
2367	BFC Bedel Financial Consulting Indianapolis, Indiana	$674K	-$5.24K	1	0.06%	Reduced
2368	EWP Elevation Wealth Partners Santa Rosa, California	$674K	+$24.4K	4	0.2%	Increased
2369	WA WBH Advisory Baltimore, Maryland	$673K	$0	1	0.05%	Maintained
2370	KPP Kings Path Partners Sugar Land, Texas	$673K	$0	1	0.18%	Maintained
2371	CFS Commonwealth Financial Services Vienna, West Virginia	$672K	+$16.9K	1	0.09%	Increased
2372	AWA AGH Wealth Advisors Wichita, Kansas	$672K	+$403	1	0.42%	Increased
2373	JCM J2 Capital Management Troy, Michigan	$670K	-$294K	1	0.45%	Reduced
2374	CA Crumly & Associates Springfield, Illinois	$670K	-$25K	1	0.13%	Reduced
2375	MSRI Michael S. Ryan Inc Latham, New York	$670K	+$85.9K	1	0.33%	Increased