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
1,750
Funds Holding Change
+32
Funds Holding Growth
+2%
Value
$71.3B
Holding in Top 10
49
Top 10 Change
+12
Top 10 Growth
+32%
Value Growth
+5%
New
153
Increased
693
Reduced
633
Closed
95
Capital Inflow
$4.62B
Capital Outflow
$3.45B
Net Capital Flow
+$1.17B
Capital Flow Change
+$388M
Calls
$578M
Puts
$271M
Net Calls
+$307M
Put/Call Ratio
0.47