← 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 1,065
Funds Holding Change +53
Funds Holding Growth +5%
Value $35.3B
Holding in Top 10 28
Top 10 Change -7
Top 10 Growth -20%
Value Growth +3%
New 139
Increased 394
Reduced 419
Closed 70
Capital Inflow $2.98B
Capital Outflow $3.09B
Net Capital Flow -$109M
Capital Flow Change -$21.2M
Calls $234M
Puts $177M
Net Calls +$56.2M
Put/Call Ratio 0.76