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
2,671
Funds Holding Change
+160
Funds Holding Growth
+6%
Value
$157B
Holding in Top 10
95
Top 10 Change
-5
Top 10 Growth
-5%
Value Growth
-7%
New
365
Increased
1,043
Reduced
910
Closed
160
Capital Inflow
$12.7B
Capital Outflow
$9.14B
Net Capital Flow
+$3.52B
Capital Flow Change
+$5.87B
Calls
$1.61B
Puts
$2.05B
Net Calls
-$442M
Put/Call Ratio
1.27