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
944
Funds Holding Change
+8
Funds Holding Growth
+0.9%
Value
$34.1B
Holding in Top 10
39
Top 10 Change
-2
Top 10 Growth
-5%
Value Growth
-0.1%
New
95
Increased
385
Reduced
359
Closed
77
Capital Inflow
$2.36B
Capital Outflow
$3.06B
Net Capital Flow
-$699M
Capital Flow Change
-$381M
Calls
$179M
Puts
$137M
Net Calls
+$42.2M
Put/Call Ratio
0.76