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
1,306
Funds Holding Change
-118
Funds Holding Growth
-8%
Value
$38.2B
Holding in Top 10
27
Top 10 Change
-3
Top 10 Growth
-10%
Value Growth
-21%
New
100
Increased
445
Reduced
612
Closed
193
Capital Inflow
$3.35B
Capital Outflow
$4.12B
Net Capital Flow
-$765M
Capital Flow Change
-$705M
Calls
$231M
Puts
$117M
Net Calls
+$114M
Put/Call Ratio
0.51