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
1,780
Funds Holding Change
-52
Funds Holding Growth
-3%
Value
$83B
Holding in Top 10
49
Top 10 Change
+5
Top 10 Growth
+11%
Value Growth
-8%
New
122
Increased
707
Reduced
684
Closed
154
Capital Inflow
$4.24B
Capital Outflow
$4.19B
Net Capital Flow
+$41.1M
Capital Flow Change
-$970M
Calls
$620M
Puts
$307M
Net Calls
+$313M
Put/Call Ratio
0.5