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
1,132
Funds Holding Change
+4
Funds Holding Growth
+0.4%
Value
$42.7B
Holding in Top 10
28
Top 10 Change
0
Top 10 Growth
0%
Value Growth
+2%
New
91
Increased
432
Reduced
462
Closed
76
Capital Inflow
$2.6B
Capital Outflow
$2.54B
Net Capital Flow
+$58.7M
Capital Flow Change
-$1.08B
Calls
$240M
Puts
$193M
Net Calls
+$46.7M
Put/Call Ratio
0.81