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
New
Closed
Net new
Funds Holding
3,504
Funds Holding Change
+325
Funds Holding Growth
+10%
Value
$316B
Holding in Top 10
155
Top 10 Change
+40
Top 10 Growth
+35%
Value Growth
+49%
New
514
Increased
1,505
Reduced
1,150
Closed
148
Capital Inflow
$44.8B
Capital Outflow
$16B
Net Capital Flow
+$28.8B
Capital Flow Change
+$242M
Calls
$4.79B
Puts
$4.09B
Net Calls
+$701M
Put/Call Ratio
0.85