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
1,990
Funds Holding Change
+94
Funds Holding Growth
+5%
Value
$108B
Holding in Top 10
80
Top 10 Change
+15
Top 10 Growth
+23%
Value Growth
+15%
New
211
Increased
704
Reduced
799
Closed
105
Capital Inflow
$5.45B
Capital Outflow
$5.94B
Net Capital Flow
-$488M
Capital Flow Change
-$2.47B
Calls
$1.11B
Puts
$1.99B
Net Calls
-$882M
Put/Call Ratio
1.79