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
1,270
Funds Holding Change
+19
Funds Holding Growth
+2%
Value
$43.7B
Holding in Top 10
26
Top 10 Change
+5
Top 10 Growth
+24%
Value Growth
-1%
New
122
Increased
506
Reduced
481
Closed
90
Capital Inflow
$3.07B
Capital Outflow
$2.82B
Net Capital Flow
+$245M
Capital Flow Change
-$97.2M
Calls
$267M
Puts
$180M
Net Calls
+$87.4M
Put/Call Ratio
0.67