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
1,065
Funds Holding Change
+53
Funds Holding Growth
+5%
Value
$35.3B
Holding in Top 10
28
Top 10 Change
-7
Top 10 Growth
-20%
Value Growth
+3%
New
139
Increased
394
Reduced
419
Closed
70
Capital Inflow
$2.98B
Capital Outflow
$3.09B
Net Capital Flow
-$109M
Capital Flow Change
-$21.2M
Calls
$234M
Puts
$177M
Net Calls
+$56.2M
Put/Call Ratio
0.76