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
1,345
Funds Holding Change
+39
Funds Holding Growth
+3%
Value
$46B
Holding in Top 10
24
Top 10 Change
-3
Top 10 Growth
-11%
Value Growth
+20%
New
140
Increased
459
Reduced
558
Closed
95
Capital Inflow
$2.85B
Capital Outflow
$2.86B
Net Capital Flow
-$11.4M
Capital Flow Change
+$754M
Calls
$253M
Puts
$152M
Net Calls
+$101M
Put/Call Ratio
0.6