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
936
Funds Holding Change
+57
Funds Holding Growth
+6%
Value
$34.1B
Holding in Top 10
41
Top 10 Change
-1
Top 10 Growth
-2%
Value Growth
+6%
New
123
Increased
370
Reduced
360
Closed
58
Capital Inflow
$2.28B
Capital Outflow
$2.6B
Net Capital Flow
-$318M
Capital Flow Change
-$9.13M
Calls
$250M
Puts
$227M
Net Calls
+$23.3M
Put/Call Ratio
0.91