← 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

New

Increased

Maintained

Reduced

Closed

Funds Holding 936

Funds Holding Change +57

Funds Holding Growth +6%

Value $34.1B

Holding in Top 10 41

Top 10 Change -1

Top 10 Growth -2%

Value Growth +6%

New 123

Increased 370

Reduced 360

Closed 58

Capital Inflow $2.28B

Capital Outflow $2.6B

Net Capital Flow -$318M

Capital Flow Change -$9.13M

Calls $250M

Puts $227M

Net Calls +$23.3M

Put/Call Ratio 0.91