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
Holding in Top 10
Increase
Decrease
Funds Holding
865
Funds Holding Change
+865
Funds Holding Growth
–
Value
$30.4B
Holding in Top 10
49
Top 10 Change
+49
Top 10 Growth
–
Value Growth
–
New
865
Increased
–
Reduced
–
Closed
–
Capital Inflow
$29.1B
Capital Outflow
$0
Net Capital Flow
+$29.1B
Capital Flow Change
+$29.1B
Calls
$231M
Puts
$150M
Net Calls
+$81.7M
Put/Call Ratio
0.65