← 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

Inflow
Outflow
Net flow
Funds Holding 953
Funds Holding Change -12
Funds Holding Growth -1%
Value $30B
Holding in Top 10 36
Top 10 Change -10
Top 10 Growth -22%
Value Growth -17%
New 80
Increased 399
Reduced 375
Closed 84
Capital Inflow $2.8B
Capital Outflow $3.67B
Net Capital Flow -$864M
Capital Flow Change -$1.23B
Calls $189M
Puts $171M
Net Calls +$17.3M
Put/Call Ratio 0.91