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
1,287
Funds Holding Change
+27
Funds Holding Growth
+2%
Value
$44B
Holding in Top 10
30
Top 10 Change
+5
Top 10 Growth
+20%
Value Growth
+8%
New
115
Increased
445
Reduced
519
Closed
78
Capital Inflow
$2.77B
Capital Outflow
$2.74B
Net Capital Flow
+$25.2M
Capital Flow Change
+$439M
Calls
$278M
Puts
$230M
Net Calls
+$48M
Put/Call Ratio
0.83