← 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 1,624
Funds Holding Change +23
Funds Holding Growth +1%
Value $77.6B
Holding in Top 10 34
Top 10 Change 0
Top 10 Growth 0%
Value Growth +5%
New 152
Increased 636
Reduced 591
Closed 110
Capital Inflow $4.43B
Capital Outflow $3.53B
Net Capital Flow +$901M
Capital Flow Change +$309M
Calls $587M
Puts $366M
Net Calls +$221M
Put/Call Ratio 0.62