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
879
Funds Holding Change
+14
Funds Holding Growth
+2%
Value
$32.2B
Holding in Top 10
42
Top 10 Change
-7
Top 10 Growth
-14%
Value Growth
+6%
New
91
Increased
339
Reduced
351
Closed
66
Capital Inflow
$2.13B
Capital Outflow
$2.44B
Net Capital Flow
-$309M
Capital Flow Change
-$29.4B
Calls
$220M
Puts
$215M
Net Calls
+$5.28M
Put/Call Ratio
0.98