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
1,718
Funds Holding Change
-62
Funds Holding Growth
-3%
Value
$67.9B
Holding in Top 10
37
Top 10 Change
-12
Top 10 Growth
-24%
Value Growth
-18%
New
110
Increased
683
Reduced
639
Closed
146
Capital Inflow
$4.02B
Capital Outflow
$3.24B
Net Capital Flow
+$783M
Capital Flow Change
+$742M
Calls
$511M
Puts
$271M
Net Calls
+$241M
Put/Call Ratio
0.53