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2308.TW

Delta Electronics, Inc.

  • sector: Data-Centre Power
  • in 7 Arithmos indices

Themes 2308.TW appears in

Indices that include 2308.TW 7/7

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  1. #1

    Global AI Compute & Data-Centre Index — 15 Leaders, Size-and-Growth Tilted

    2308.TW , 1.00%NVDA2330.TWAVGO000660.KS+10 more

    Power supplies and thermal management for AI racks — the electrification leg of the data-centre theme, with 48% revenue growth. Smallest weight as the most peripheral exposure.

    CAGR
    99.3%
    Sharpe
    1.55
    max DD
    -32.4%
  2. #2

    Global AI Compute & Data-Centre Index — 15 Leaders (Cap + Growth Tilt)

    2308.TW , 2.00%NVDA2330.TWAVGO000660.KS+10 more

    Data-centre power and thermal-management supplier with 48% growth. Small weight as a picks-and-shovels enabler of AI racks rather than a core compute supplier.

    CAGR
    45.6%
    Sharpe
    1.09
    max DD
    -53.5%
  3. #3

    Arithmos AI Picks & Shovels Index — Global Compute Supply Chain (Conviction-Weighted, 20 Names)

    2308.TW , 2.68%NVDA2330.TWMU000660.KS+15 more

    Power delivery and liquid-cooling for AI racks — the direct data-centre cooling play: 47.7% revenue growth and 30.0% ROE. Small weight for a 35.5% gross margin and 52.3x P/E.

    CAGR
    44.8%
    Sharpe
    1.14
    max DD
    -51.0%
  4. #4

    Arithmos AI Picks and Shovels Index, Growth and Scale Blended

    2308.TW , 3.20%NVDA2330.TWMU000660.KS+15 more

    The key power supply and thermal management supplier for AI racks, with 47.7 percent revenue growth. Raised from 2.7 percent because data centre power and cooling is the tightest physical bottleneck in the buildout, though a 35.5 percent gross margin keeps the weight modest.

    CAGR
    44.1%
    Sharpe
    1.14
    max DD
    -50.5%
  5. #5

    Future of AI — Global 20 (Cap + Growth Tilted)

    2308.TW , 2.45%NVDAMSFTGOOGAVGO+15 more

    Power and thermal management for AI racks with 47.7% growth. Enables the physical buildout; weighted modestly on smaller cap.

    CAGR
    42.7%
    Sharpe
    1.09
    max DD
    -50.8%
  6. #6

    Global Physical AI Leaders Index — Size & Growth Tilted

    2308.TW , 4.00%NVDA2330.TW005930.KSTSLA+10 more

    Delta Electronics is a leading industrial-automation and power-electronics maker with 48% revenue growth and 30% ROE — the fastest grower in the set. 4% weight for its automation and power-management role.

    CAGR
    40.2%
    Sharpe
    1.10
    max DD
    -50.8%
  7. #7

    The Huang Index — NVIDIA's Critical Dependency Chain (Sole-Source & Ecosystem Tilt)

    2308.TW , 3.77%2330.TW000660.KSASML.AS005930.KS+15 more

    Dominant supplier of high-efficiency power supplies and 800V DC power delivery for AI racks; 48% growth and 30% ROE. Weight reflects a critical but more contestable component position.

    CAGR
    39.8%
    Sharpe
    1.26
    max DD
    -38.7%

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Performance figures are simulated backtests, not live returns. Past performance does not predict future results. Arithmos is a research and data tool, not investment advice.

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