← 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

Calls
Puts
Net calls
Funds Holding 1,270
Funds Holding Change +19
Funds Holding Growth +2%
Value $43.7B
Holding in Top 10 26
Top 10 Change +5
Top 10 Growth +24%
Value Growth -1%
New 122
Increased 506
Reduced 481
Closed 90
Capital Inflow $3.07B
Capital Outflow $2.82B
Net Capital Flow +$245M
Capital Flow Change -$97.2M
Calls $267M
Puts $180M
Net Calls +$87.4M
Put/Call Ratio 0.67