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
1,840
Funds Holding Change
+90
Funds Holding Growth
+5%
Value
$80.1B
Holding in Top 10
61
Top 10 Change
+12
Top 10 Growth
+24%
Value Growth
+12%
New
233
Increased
688
Reduced
668
Closed
113
Capital Inflow
$5B
Capital Outflow
$4.41B
Net Capital Flow
+$589M
Capital Flow Change
-$582M
Calls
$741M
Puts
$357M
Net Calls
+$384M
Put/Call Ratio
0.48