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
Put/Call Ratio
Increase
Decrease
Funds Holding
953
Funds Holding Change
-12
Funds Holding Growth
-1%
Value
$30B
Holding in Top 10
36
Top 10 Change
-10
Top 10 Growth
-22%
Value Growth
-17%
New
80
Increased
399
Reduced
375
Closed
84
Capital Inflow
$2.8B
Capital Outflow
$3.67B
Net Capital Flow
-$864M
Capital Flow Change
-$1.23B
Calls
$189M
Puts
$171M
Net Calls
+$17.3M
Put/Call Ratio
0.91