← 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 1,329
Funds Holding Change -2
Funds Holding Growth -0.2%
Value $41B
Holding in Top 10 18
Top 10 Change -4
Top 10 Growth -18%
Value Growth +3%
New 112
Increased 488
Reduced 536
Closed 100
Capital Inflow $2.63B
Capital Outflow $1.85B
Net Capital Flow +$780M
Capital Flow Change +$668M
Calls $247M
Puts $184M
Net Calls +$62.3M
Put/Call Ratio 0.75