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
New
Increased
Maintained
Reduced
Closed
Funds Holding
1,005
Funds Holding Change
+52
Funds Holding Growth
+5%
Value
$31.7B
Holding in Top 10
36
Top 10 Change
+10
Top 10 Growth
+38%
Value Growth
+16%
New
135
Increased
373
Reduced
400
Closed
69
Capital Inflow
$2.33B
Capital Outflow
$2.2B
Net Capital Flow
+$130M
Capital Flow Change
+$576M
Calls
$182M
Puts
$147M
Net Calls
+$34.4M
Put/Call Ratio
0.81