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
1,256
Funds Holding Change
-31
Funds Holding Growth
-2%
Value
$33.5B
Holding in Top 10
22
Top 10 Change
-8
Top 10 Growth
-27%
Value Growth
-24%
New
148
Increased
425
Reduced
523
Closed
166
Capital Inflow
$2.49B
Capital Outflow
$3.4B
Net Capital Flow
-$908M
Capital Flow Change
-$934M
Calls
$201M
Puts
$171M
Net Calls
+$29.9M
Put/Call Ratio
0.85