← 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

Funds Holding in Top 10 Value Capital Flow New & Closed Increased & Reduced Calls & Puts Put/Call Ratio

Holding in Top 10

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