← 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

Put/Call Ratio
Increase
Decrease
Funds Holding 953
Funds Holding Change +6
Funds Holding Growth +0.6%
Value $27.3B
Holding in Top 10 26
Top 10 Change +6
Top 10 Growth +30%
Value Growth +2%
New 111
Increased 338
Reduced 414
Closed 96
Capital Inflow $2.88B
Capital Outflow $3.33B
Net Capital Flow -$446M
Capital Flow Change -$496M
Calls $131M
Puts $123M
Net Calls +$7.9M
Put/Call Ratio 0.94