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
Calls
Puts
Net calls
Funds Holding
987
Funds Holding Change
-27
Funds Holding Growth
-3%
Value
$33.2B
Holding in Top 10
39
Top 10 Change
-6
Top 10 Growth
-13%
Value Growth
+2%
New
70
Increased
399
Reduced
394
Closed
88
Capital Inflow
$1.99B
Capital Outflow
$2.32B
Net Capital Flow
-$328M
Capital Flow Change
-$647M
Calls
$210M
Puts
$167M
Net Calls
+$42.4M
Put/Call Ratio
0.8