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
965
Funds Holding Change
+21
Funds Holding Growth
+2%
Value
$36.1B
Holding in Top 10
46
Top 10 Change
+7
Top 10 Growth
+18%
Value Growth
+6%
New
97
Increased
374
Reduced
369
Closed
70
Capital Inflow
$3B
Capital Outflow
$2.64B
Net Capital Flow
+$362M
Capital Flow Change
+$1.06B
Calls
$284M
Puts
$154M
Net Calls
+$130M
Put/Call Ratio
0.54