← 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 1,128
Funds Holding Change +33
Funds Holding Growth +3%
Value $41.8B
Holding in Top 10 28
Top 10 Change +2
Top 10 Growth +8%
Value Growth +4%
New 101
Increased 435
Reduced 453
Closed 59
Capital Inflow $3.05B
Capital Outflow $1.91B
Net Capital Flow +$1.14B
Capital Flow Change -$2.03B
Calls $234M
Puts $245M
Net Calls -$10.5M
Put/Call Ratio 1.04