← 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 1,331

Funds Holding Change +75

Funds Holding Growth +6%

Value $39.8B

Holding in Top 10 22

Top 10 Change 0

Top 10 Growth 0%

Value Growth +19%

New 171

Increased 523

Reduced 468

Closed 83

Capital Inflow $2.52B

Capital Outflow $2.4B

Net Capital Flow +$112M

Capital Flow Change +$1.02B

Calls $218M

Puts $149M

Net Calls +$68.6M

Put/Call Ratio 0.68