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
1,539
Funds Holding Change
+173
Funds Holding Growth
+13%
Value
$67.5B
Holding in Top 10
34
Top 10 Change
+5
Top 10 Growth
+17%
Value Growth
+28%
New
277
Increased
543
Reduced
542
Closed
85
Capital Inflow
$3.61B
Capital Outflow
$3.47B
Net Capital Flow
+$133M
Capital Flow Change
+$73.9M
Calls
$529M
Puts
$259M
Net Calls
+$271M
Put/Call Ratio
0.49