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
2,212
Funds Holding Change
+203
Funds Holding Growth
+10%
Value
$126B
Holding in Top 10
97
Top 10 Change
+17
Top 10 Growth
+21%
Value Growth
+17%
New
332
Increased
775
Reduced
826
Closed
102
Capital Inflow
$5.65B
Capital Outflow
$4.91B
Net Capital Flow
+$739M
Capital Flow Change
+$456M
Calls
$1.57B
Puts
$1.05B
Net Calls
+$519M
Put/Call Ratio
0.67