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
2,379
Funds Holding Change
+167
Funds Holding Growth
+8%
Value
$150B
Holding in Top 10
97
Top 10 Change
0
Top 10 Growth
0%
Value Growth
+19%
New
310
Increased
804
Reduced
983
Closed
115
Capital Inflow
$5.79B
Capital Outflow
$9.53B
Net Capital Flow
-$3.74B
Capital Flow Change
-$4.48B
Calls
$2.1B
Puts
$1.19B
Net Calls
+$908M
Put/Call Ratio
0.57