To round off my setup on the topic of the AI energy boom, I have added to my portfolio alongside $GEV (-3.78%) and $ENR (-3.1%) a little. Both cover the macro grid infrastructure and benefit from higher forecasts.

$WIRE (+0.02%) Bought to further overweight GEV and Siemens Energy as a base.

$2308 Delta Electronics, also via the $FLXT (-0.23%) Taiwan Index. Delta supplies power management and power supplies at the server rack level, which is important for AI clusters.

$RR. (+1.73%) Rolls Royce is the operational complement. Provides the decentralized link directly at the interface to the data center (emergency power, compact gas power plants. Good backup to Siemens and GEV.