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
2,874
Funds Holding Change
+121
Funds Holding Growth
+4%
Value
$193B
Holding in Top 10
106
Top 10 Change
-2
Top 10 Growth
-2%
Value Growth
+9%
New
275
Increased
1,195
Reduced
992
Closed
115
Capital Inflow
$8.43B
Capital Outflow
$12.4B
Net Capital Flow
-$3.95B
Capital Flow Change
-$5.26B
Calls
$2.1B
Puts
$1.81B
Net Calls
+$297M
Put/Call Ratio
0.86