← 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 2,671
Funds Holding Change +160
Funds Holding Growth +6%
Value $157B
Holding in Top 10 95
Top 10 Change -5
Top 10 Growth -5%
Value Growth -7%
New 365
Increased 1,043
Reduced 910
Closed 160
Capital Inflow $12.7B
Capital Outflow $9.14B
Net Capital Flow +$3.52B
Capital Flow Change +$5.87B
Calls $1.61B
Puts $2.05B
Net Calls -$442M
Put/Call Ratio 1.27