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
1,331
Funds Holding Change
+75
Funds Holding Growth
+6%
Value
$39.8B
Holding in Top 10
22
Top 10 Change
0
Top 10 Growth
0%
Value Growth
+19%
New
171
Increased
523
Reduced
468
Closed
83
Capital Inflow
$2.52B
Capital Outflow
$2.4B
Net Capital Flow
+$112M
Capital Flow Change
+$1.02B
Calls
$218M
Puts
$149M
Net Calls
+$68.6M
Put/Call Ratio
0.68