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Curated · AI & semiconductors

AI power & data-centre infrastructure

By InspectStocksPublished Oct 14, 202619 companies0 followers

Power generation, electrical gear and cooling that data centres need to run.

Grouped with the help of an AI model and reviewed by our editors. The line under each company says why it is here.

A
  • GEVGE Vernova
    $808.08+40.8% 1Y

    Makes power generation and grid electrical equipment

  • NEENextera Energy
    $86.00+3.0% 1Y

    Builds and operates power plants selling electricity

  • ETNEaton
    $360.44-1.8% 1Y

    Makes electrical power equipment and systems

  • CEGConstellation Energy
    $274.64-22.0% 1Y

    Generates nuclear and clean wholesale electricity

  • PWRQuanta Services
    $608.31+35.5% 1Y

    Builds electric power, utility and communications infrastructure

  • VRTVertiv
    $206.52+19.2% 1Y

    Makes power and cooling equipment for data centres

  • BEBloom Energy
    $209.37+65.2% 1Y

    Makes solid-oxide fuel cell power systems

  • HUBBHubbell
    $443.33-0.9% 1Y

    Makes electrical and utility products for grids and buildings

  • NVTnVent Electric
    $116.67+5.3% 1Y

    Makes enclosures, cooling and electrical connection products

  • GNRCGenerac
    $194.02+19.5% 1Y

    Makes standby generators and backup power equipment

  • IESCIES
    $177.12-9.0% 1Y

    Makes custom electrical products and generation components

B
  • VSTVistra
    $133.39-24.7% 1Y

    Generates and sells wholesale and retail electricity

  • NRGNRG Energy
    $97.53-41.4% 1Y

    Generates and sells wholesale and retail electricity

  • TLNTalen Energy
    $378.31+2.9% 1Y

    Generates and sells wholesale electricity from nuclear and gas plants

  • POWLOne step lower because growth is fadingPowell Industries
    $145.85+23.1% 1Y

    Makes switchgear and power distribution equipment for industrial and utility customers

  • ENSOne step lower because growth is fadingEnerSys
    $147.68+7.0% 1Y

    Makes industrial batteries and energy storage systems

C
  • AEISAdvanced Energy Industries
    $231.66+9.0% 1Y

    Makes precision power conversion for semiconductor equipment and data centres

D

No company here is graded at this level.

F
  • MODModine Manufacturing
    $106.58-21.5% 1Y

    Makes thermal management and cooling products for buildings and data centres

  • SMRNuscale Power
    $5.23-79.9% 1Y

    Develops small modular nuclear reactor power modules for utilities

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    Lists are their owners' own, and notes and comments are opinions. Grades describe businesses from their filings; nothing here is a recommendation to buy or sell.