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
1,004
Funds Holding Change
+17
Funds Holding Growth
+2%
Value
$32.9B
Holding in Top 10
33
Top 10 Change
-6
Top 10 Growth
-15%
Value Growth
-1%
New
92
Increased
374
Reduced
407
Closed
65
Capital Inflow
$2.6B
Capital Outflow
$2.07B
Net Capital Flow
+$532M
Capital Flow Change
+$860M
Calls
$289M
Puts
$154M
Net Calls
+$135M
Put/Call Ratio
0.53