← 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 2,511
Funds Holding Change +84
Funds Holding Growth +3%
Value $168B
Holding in Top 10 100
Top 10 Change +7
Top 10 Growth +8%
Value Growth +6%
New 237
Increased 994
Reduced 935
Closed 121
Capital Inflow $6.78B
Capital Outflow $9.14B
Net Capital Flow -$2.35B
Capital Flow Change -$2.79B
Calls $1.51B
Puts $1.17B
Net Calls +$335M
Put/Call Ratio 0.78