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
Value
Increase
Decrease
Funds Holding
947
Funds Holding Change
-57
Funds Holding Growth
-6%
Value
$26.7B
Holding in Top 10
20
Top 10 Change
-13
Top 10 Growth
-39%
Value Growth
-19%
New
71
Increased
353
Reduced
410
Closed
118
Capital Inflow
$2.57B
Capital Outflow
$2.52B
Net Capital Flow
+$50M
Capital Flow Change
-$482M
Calls
$159M
Puts
$115M
Net Calls
+$43.4M
Put/Call Ratio
0.73