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
2,753
Funds Holding Change
+157
Funds Holding Growth
+6%
Value
$177B
Holding in Top 10
108
Top 10 Change
+50
Top 10 Growth
+86%
Value Growth
+33%
New
327
Increased
1,162
Reduced
920
Closed
138
Capital Inflow
$8.01B
Capital Outflow
$6.7B
Net Capital Flow
+$1.31B
Capital Flow Change
+$1.09B
Calls
$3.45B
Puts
$1.89B
Net Calls
+$1.56B
Put/Call Ratio
0.55