← 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 1,095

Funds Holding Change +30

Funds Holding Growth +3%

Value $40.1B

Holding in Top 10 26

Top 10 Change -2

Top 10 Growth -7%

Value Growth +13%

New 103

Increased 415

Reduced 444

Closed 62

Capital Inflow $5.19B

Capital Outflow $2.02B

Net Capital Flow +$3.17B

Capital Flow Change +$3.28B

Calls $225M

Puts $228M

Net Calls -$3.49M

Put/Call Ratio 1.02