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
2,427
Funds Holding Change
+48
Funds Holding Growth
+2%
Value
$158B
Holding in Top 10
93
Top 10 Change
-4
Top 10 Growth
-4%
Value Growth
+5%
New
197
Increased
952
Reduced
955
Closed
119
Capital Inflow
$8.98B
Capital Outflow
$8.54B
Net Capital Flow
+$443M
Capital Flow Change
+$4.18B
Calls
$1.58B
Puts
$1.09B
Net Calls
+$498M
Put/Call Ratio
0.69