← 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 1,012
Funds Holding Change +11
Funds Holding Growth +1%
Value $34.3B
Holding in Top 10 35
Top 10 Change +5
Top 10 Growth +17%
Value Growth +11%
New 85
Increased 371
Reduced 430
Closed 63
Capital Inflow $1.94B
Capital Outflow $2.02B
Net Capital Flow -$88.1M
Capital Flow Change -$180M
Calls $220M
Puts $148M
Net Calls +$72.7M
Put/Call Ratio 0.67