drupeekThe AI Power Bottleneck
Data as of 8/30/2026. This product is a basket created by personnel of Agora Indexing Technologies LLC or its affiliates and is provided for informational purposes only. It is not a financial index, financial benchmark, or IOSCO-compliant product, and is not administered by Tilt Indices LLC. Product performance is shown for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.
Composition
Top 10 Holdings
as of 2026-08-28Post
The AI Power Bottleneck
Follow the energy all the way down
The view Al's next constraint will not be intelligence. It will be electricity.
The blend #datacenter-buildout + #nuclear-renaissance
The expert signal Follow @aiDotEngineer as the infrastructure required to build and deploy Al evolves.
The expression $NVDA + $VRT + $ETN → compute and power infrastructure $CEG + $CCJ → nuclear generation and fuel
What begins as one belief about Al becomes a view across chips, cooling, electrical equipment, power generation, and uranium. Two themes, informed by people close to the change, become one living strategy.
The portfolio stops being a static collection of securities and becomes a living expression of conviction.