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Utilities Are Up 8% on AI Power Demand. The Fund Actually Building the Data Centers Is Up 40%
FG
FOMOGRAM Editorial Desk
Aug 5, 2026
EXECUTIVE SUMMARY
Utility stocks are riding the AI power wave, but the companies actually bolting together the data centers are running a very different race. Knowing which fund owns which part of the chain could change how you size your next trade.
Utility stocks are riding the AI power wave, but the companies actually bolting together the data centers are running a very different race. Knowing which fund owns which part of the chain could change how you size your next trade.
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