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
2,596
Funds Holding Change
-75
Funds Holding Growth
-3%
Value
$133B
Holding in Top 10
58
Top 10 Change
-37
Top 10 Growth
-39%
Value Growth
-15%
New
216
Increased
1,101
Reduced
977
Closed
254
Capital Inflow
$11.3B
Capital Outflow
$11.1B
Net Capital Flow
+$222M
Capital Flow Change
-$3.3B
Calls
$2.1B
Puts
$1.37B
Net Calls
+$731M
Put/Call Ratio
0.65