← 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 1,677
Funds Holding Change +53
Funds Holding Growth +3%
Value $81.2B
Holding in Top 10 39
Top 10 Change +5
Top 10 Growth +15%
Value Growth +5%
New 153
Increased 652
Reduced 602
Closed 80
Capital Inflow $4.17B
Capital Outflow $4.14B
Net Capital Flow +$30M
Capital Flow Change -$871M
Calls $732M
Puts $524M
Net Calls +$208M
Put/Call Ratio 0.72