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
1,832
Funds Holding Change
+155
Funds Holding Growth
+9%
Value
$90B
Holding in Top 10
44
Top 10 Change
+5
Top 10 Growth
+13%
Value Growth
+11%
New
287
Increased
677
Reduced
635
Closed
105
Capital Inflow
$5.13B
Capital Outflow
$4.12B
Net Capital Flow
+$1.01B
Capital Flow Change
+$982M
Calls
$649M
Puts
$319M
Net Calls
+$330M
Put/Call Ratio
0.49