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
1,014
Funds Holding Change
+61
Funds Holding Growth
+6%
Value
$32.6B
Holding in Top 10
45
Top 10 Change
+9
Top 10 Growth
+25%
Value Growth
+9%
New
140
Increased
376
Reduced
394
Closed
64
Capital Inflow
$2.62B
Capital Outflow
$2.3B
Net Capital Flow
+$319M
Capital Flow Change
+$1.18B
Calls
$210M
Puts
$164M
Net Calls
+$45.9M
Put/Call Ratio
0.78