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
1,601
Funds Holding Change
+62
Funds Holding Growth
+4%
Value
$74.1B
Holding in Top 10
34
Top 10 Change
0
Top 10 Growth
0%
Value Growth
+10%
New
196
Increased
577
Reduced
636
Closed
123
Capital Inflow
$5.37B
Capital Outflow
$4.78B
Net Capital Flow
+$591M
Capital Flow Change
+$458M
Calls
$591M
Puts
$377M
Net Calls
+$214M
Put/Call Ratio
0.64