← 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 1,896
Funds Holding Change +56
Funds Holding Growth +3%
Value $94.2B
Holding in Top 10 65
Top 10 Change +4
Top 10 Growth +7%
Value Growth +18%
New 196
Increased 694
Reduced 750
Closed 101
Capital Inflow $6.61B
Capital Outflow $4.63B
Net Capital Flow +$1.98B
Capital Flow Change +$1.39B
Calls $761M
Puts $438M
Net Calls +$323M
Put/Call Ratio 0.57