APPENDIX - AI Power Generation global equities watchlist for US and Asia
Roy Chen
4 October, 2024
What are some of the best ways to play the AI Power Demand boom in the US?
By segments
| Segment | Company |
|---|---|
| Utilties | Constellation Energy |
| Vistra | |
| NRG Energy | |
| Talen Energy | |
| Dominion Energy | |
| Public Service Enterprise | |
| NextEra Energy | |
| Southern Co | |
| AEP | |
| Exelon | |
| Efficiency/density | Vertiv |
| Xylem | |
| Carrier Global | |
| Johnson Control | Infrastructural support | Eaton |
| Schneider Electrical | |
| IBM | |
| Power Generation Equipment | GE Vernova |
| Siemens Energy(Germany) | |
| Datacentres REIT | Equinix |
| Digital Realty Trust |
What are some of the best ways to play the AI Power Demand boom in Asia?
| Segment | Country | Company |
|---|---|---|
| Utilities | Malaysia | YTL Power |
| Tenaga | ||
| HK/China | Hueneng Power International | |
| CGN Power | ||
| Thailand | B Grimm Power | |
| Gulf Energy | ||
| Engineering/Construction | Malaysia | Gamuda |
| IJM | ||
| YTL | ||
| Thailand | Sino-Thai Engineering | |
| Telecommunications | Japan | NTT |
| Korea | KT Corp | |
| Malaysia | Telecom Malaysia | |
| Thailand | Advance Info Service | |
| True | ||
| Philippines | PLDT | |
| Power Equipment | Japan | Hitachi |
| Mitsubishi Heavy Industry | ||
| Datacentre Providers | Singapore | Keppel DC REIT |
| Digital Core REIT | ||
| Australia | NextDC | |
| Goodman Group |
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Written by
Roy Chen
Chief Investment Officer for the RC Global Infra-Energy Fund
3 Comments
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Dave Austin 1 day agoAs a Special Education teacher this resonates so well with me. Fighting with gen ed teachers to flatten for the students with learning disabilities. It also confirms some things for me in my writing.
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Christina Kray 2 days agoSince our attention spans seem to be shrinking by the day — keeping it simple is more important than ever.
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