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
Inflow
Outflow
Net flow
Funds Holding
1,424
Funds Holding Change
+126
Funds Holding Growth
+10%
Value
$48.2B
Holding in Top 10
30
Top 10 Change
+11
Top 10 Growth
+58%
Value Growth
+15%
New
209
Increased
470
Reduced
556
Closed
61
Capital Inflow
$2.71B
Capital Outflow
$2.78B
Net Capital Flow
-$60.8M
Capital Flow Change
+$149M
Calls
$352M
Puts
$291M
Net Calls
+$61.7M
Put/Call Ratio
0.83