← 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 1,298
Funds Holding Change -31
Funds Holding Growth -2%
Value $41.9B
Holding in Top 10 19
Top 10 Change +1
Top 10 Growth +6%
Value Growth +2%
New 91
Increased 474
Reduced 529
Closed 107
Capital Inflow $2.1B
Capital Outflow $2.31B
Net Capital Flow -$210M
Capital Flow Change -$991M
Calls $251M
Puts $206M
Net Calls +$45M
Put/Call Ratio 0.82