Reserve AI Power DTF

The Reserve AI Power DTF (POWER) is a weighted basket of public, US-listed power companies at the center of the AI buildout. Strip away the software and the chips, and AI comes down to electricity: a single AI data center can draw as much power as a small city, and the grid was never built for hundreds of them.

The POWER DTF gives you direct exposure to the companies that generate, move, and condition that electricity: the gas turbines, nuclear plants, grid and electrical equipment, and power chips behind the AI buildout. The basket is composed of companies that generate significant revenue from AI data-center power demand, weighted by market capitalization with a 20% cap and a $10B minimum market cap, rebalanced quarterly.