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
1,677
Funds Holding Change
+53
Funds Holding Growth
+3%
Value
$81.2B
Holding in Top 10
39
Top 10 Change
+5
Top 10 Growth
+15%
Value Growth
+5%
New
153
Increased
652
Reduced
602
Closed
80
Capital Inflow
$4.17B
Capital Outflow
$4.14B
Net Capital Flow
+$30M
Capital Flow Change
-$871M
Calls
$732M
Puts
$524M
Net Calls
+$208M
Put/Call Ratio
0.72