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
2,009
Funds Holding Change
+19
Funds Holding Growth
+1%
Value
$108B
Holding in Top 10
80
Top 10 Change
0
Top 10 Growth
0%
Value Growth
-0.6%
New
156
Increased
716
Reduced
820
Closed
113
Capital Inflow
$6.91B
Capital Outflow
$6.62B
Net Capital Flow
+$283M
Capital Flow Change
+$771M
Calls
$1.25B
Puts
$943M
Net Calls
+$310M
Put/Call Ratio
0.75