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
Increased
Reduced
Net increased
Funds Holding
1,001
Funds Holding Change
-4
Funds Holding Growth
-0.4%
Value
$30.8B
Holding in Top 10
30
Top 10 Change
-6
Top 10 Growth
-17%
Value Growth
-3%
New
96
Increased
415
Reduced
371
Closed
85
Capital Inflow
$2B
Capital Outflow
$1.91B
Net Capital Flow
+$91.4M
Capital Flow Change
-$38.2M
Calls
$184M
Puts
$148M
Net Calls
+$35.7M
Put/Call Ratio
0.81