← 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 1,424

Funds Holding Change +126

Funds Holding Growth +10%

Value $48.2B

Holding in Top 10 30

Top 10 Change +11

Top 10 Growth +58%

Value Growth +15%

New 209

Increased 470

Reduced 556

Closed 61

Capital Inflow $2.71B

Capital Outflow $2.78B

Net Capital Flow -$60.8M

Capital Flow Change +$149M

Calls $352M

Puts $291M

Net Calls +$61.7M

Put/Call Ratio 0.83