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
1,260
Funds Holding Change
-10
Funds Holding Growth
-0.8%
Value
$40.8B
Holding in Top 10
25
Top 10 Change
-1
Top 10 Growth
-4%
Value Growth
-7%
New
107
Increased
529
Reduced
469
Closed
106
Capital Inflow
$2.67B
Capital Outflow
$3.08B
Net Capital Flow
-$414M
Capital Flow Change
-$659M
Calls
$256M
Puts
$213M
Net Calls
+$42.6M
Put/Call Ratio
0.83