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
3,179
Funds Holding Change
+151
Funds Holding Growth
+5%
Value
$212B
Holding in Top 10
115
Top 10 Change
+32
Top 10 Growth
+39%
Value Growth
+17%
New
349
Increased
1,356
Reduced
1,143
Closed
152
Capital Inflow
$39.7B
Capital Outflow
$11.1B
Net Capital Flow
+$28.5B
Capital Flow Change
+$22.3B
Calls
$2.92B
Puts
$2.71B
Net Calls
+$216M
Put/Call Ratio
0.93