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
1,366
Funds Holding Change
+21
Funds Holding Growth
+2%
Value
$52.6B
Holding in Top 10
29
Top 10 Change
+5
Top 10 Growth
+21%
Value Growth
+14%
New
120
Increased
470
Reduced
571
Closed
85
Capital Inflow
$2.21B
Capital Outflow
$2.15B
Net Capital Flow
+$59.2M
Capital Flow Change
+$70.5M
Calls
$307M
Puts
$199M
Net Calls
+$108M
Put/Call Ratio
0.65