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
1,251
Funds Holding Change
+119
Funds Holding Growth
+11%
Value
$44.3B
Holding in Top 10
21
Top 10 Change
-7
Top 10 Growth
-25%
Value Growth
+4%
New
196
Increased
441
Reduced
466
Closed
63
Capital Inflow
$2.94B
Capital Outflow
$2.6B
Net Capital Flow
+$342M
Capital Flow Change
+$284M
Calls
$278M
Puts
$267M
Net Calls
+$10.5M
Put/Call Ratio
0.96