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.

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Share prices are the Nov 11, 2026 close, from the IEX exchange feed.

Grade mix

A 11B 5C 1F 2

Revenue growing

18 of 19

Free cash flow growing

13 of 18

Median price move, 1 year

+3.0%

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VSTVistra Corp.
Utilities independent power producersMarket cap $45.3BP/E 18.03
$133.39-24.7%1Y
Since added -17.8%
B+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$21.2B+21.0%
Profit
$2.7B+135.0%
Free cash flow
$2.6B+58.5%
Discuss
Why it is here: Generates and sells wholesale and retail electricity
CEGCONSTELLATION ENERGY CORPORATION
Utilities independent power producersMarket cap $97.3BP/E 22.01
$274.64-22.0%1Y
Since added -7.2%
A+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$31.3B+26.0%
Profit
$4.4B+59.5%
Free cash flow
$1.3B+584.4%
Discuss
Why it is here: Generates nuclear and clean wholesale electricity
GEVGE Vernova Inc.
Specialty industrial machineryMarket cap $213.9BP/E 21.27
$808.08+40.8%1Y
Since added -19.4%
A+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$44B+16.9%
Profit
$10.4B+508.5%
Free cash flow
$17.1B+592.1%
Discuss
Why it is here: Makes power generation and grid electrical equipment
ETNEATON CORPORATION plc
Specialty industrial machineryMarket cap $140BP/E 36.01
$360.44-1.8%1Y
Since added -15.9%
A+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving strongly
Revenue
$32B+20.1%
Profit
$3.9B-0.8%
Free cash flow
$3.8B+14.2%
Discuss
Why it is here: Makes electrical power equipment and systems
VRTVertiv Holdings Co
Electrical equipment and partsMarket cap $79.5BP/E 38.60
$206.52+19.2%1Y
Since added -12.9%
A+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$13.1B+35.3%
Profit
$2.1B+102.9%
Free cash flow
$3.1B+133.7%
Discuss
Why it is here: Makes power and cooling equipment for data centres
PWRQuanta Services, Inc.
Engineering and constructionMarket cap $91.7BP/E 55.10
$608.31+35.5%1Y
Since added -11.7%
A
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Solid
Getting better
Improving
Revenue
$37.3B+37.1%
Profit
$1.7B+65.2%
Free cash flow
$3.2B+152.1%
Discuss
Why it is here: Builds electric power, utility and communications infrastructure
TLNTalen Energy Corporation
Utilities independent power producersMarket cap $16.5BNo P/E
$378.31+2.9%1Y
Since added -1.1%
B-
Growth & cash
Growing strongly
Business trend
Steady
Business quality
Weak
Getting better
Mixed
Revenue
$4.9B+90.5%
Profit
-$254M-212.4%
Free cash flow
$396M+18.2%
Discuss
Why it is here: Generates and sells wholesale electricity from nuclear and gas plants
NRGNRG ENERGY, INC.
Utilities independent power producersMarket cap $20.5BP/E 17.08
$97.53-41.4%1Y
Since added -9.0%
B
Growth & cash
Growing strongly
Business trend
Steady
Business quality
Mixed
Getting better
Improving
Revenue
$35B+17.4%
Profit
$1.3B-12.7%
Free cash flow
$689M-59.6%
Discuss
Why it is here: Generates and sells wholesale and retail electricity
BEBLOOM ENERGY CORPORATION
Electrical equipment and partsMarket cap $61.9BP/E 127.66
$209.37+65.2%1Y
Since added -20.5%
A
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Solid
Getting better
Mixed
Revenue
$3.8B+110.6%
Profit
$522.9M+3,052.0%
Free cash flow
$436.7M+223.0%
Discuss
Why it is here: Makes solid-oxide fuel cell power systems
NVTnVent Electric plc
Electrical equipment and partsMarket cap $18.9BP/E 28.18
$116.67+5.3%1Y
Since added -27.7%
A+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$5.3B+48.0%
Profit
$679.5M+12.9%
Free cash flow
$642.6M+58.9%
Discuss
Why it is here: Makes enclosures, cooling and electrical connection products
HUBBHUBBELL INC
Electrical equipment and partsMarket cap $23.4BP/E 25.99
$443.33-0.9%1Y
Since added -7.2%
A+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$6.6B+16.0%
Profit
$908.9M+5.6%
Free cash flow
$928M+9.1%
Discuss
Why it is here: Makes electrical and utility products for grids and buildings
MODMODINE MANUFACTURING CO
Auto partsMarket cap $5.7BP/E 44.59
$106.58-21.5%1Y
Since added -38.2%
F
Growth & cash
Mixed
Business trend
Contracting
Business quality
Mixed
Getting better
Improving
Revenue
$3.6B+35.1%
Profit
$129.8M-30.3%
Free cash flow
-$9.9M-123.9%
Discuss
Why it is here: Makes thermal management and cooling products for buildings and data centres
NEENEXTERA ENERGY INC
Utilities regulated electricMarket cap $179.3BP/E 21.88
$86.00+3.0%1Y
Since added +9.9%
A+
Earnings & book value
Growing strongly
Business quality
Strong
Getting better
Mixed
Revenue
$26B+8.3%
Profit
$8.2B+48.5%
Free cash flow
Not reported
Discuss
Why it is here: Builds and operates power plants selling electricity
GNRCGENERAC HOLDINGS INC.
Specialty industrial machineryMarket cap $11.4BP/E 38.34
$194.02+19.5%1Y
Since added -9.4%
A
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Mixed
Getting better
Improving
Revenue
$4.6B+6.1%
Profit
$301.3M0.0%
Free cash flow
$414.5M-2.3%
Discuss
Why it is here: Makes standby generators and backup power equipment
POWLPowell Industries, Inc.
Electrical equipment and partsMarket cap $5.3BP/E 14.17
$145.85+23.1%1Y
Since added -20.2%
B+
Growth & cash
Growing strongly
Business trend
Slowing
Business quality
Strong
Getting better
Improving
Revenue
$1.2B+7.0%
Profit
$190.9M+8.8%
Free cash flow
$244M+201.1%
Discuss
Why it is here: Makes switchgear and power distribution equipment for industrial and utility customers
ENSEnerSys
Electrical equipment and partsMarket cap $5.3BP/E 14.83
$147.68+7.0%1Y
Since added -16.7%
B
Growth & cash
Growing strongly
Business trend
Contracting
Business quality
Solid
Getting better
Improving
Revenue
$3.8B+1.8%
Profit
$373.7M+10.8%
Free cash flow
$650.4M+99.0%
Discuss
Why it is here: Makes industrial batteries and energy storage systems
AEISADVANCED ENERGY INDUSTRIES, INC.
Electrical equipment and partsMarket cap $9.4BP/E 33.24
$231.66+9.0%1Y
Since added -15.9%
C+
Growth & cash
Growing
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$2.3B+31.7%
Profit
$288.8M+99.2%
Free cash flow
$69.9M-54.2%
Discuss
Why it is here: Makes precision power conversion for semiconductor equipment and data centres
IESCIES Holdings, Inc.
Engineering and constructionMarket cap $3.5BP/E 7.87
$177.12-9.0%1Y
Since added -36.8%
A+
Growth & cash
Growing strongly
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$4B+22.7%
Profit
$457.9M+66.5%
Free cash flow
$228.4M+23.2%
Discuss
Why it is here: Makes custom electrical products and generation components
SMRNUSCALE POWER CORPORATION
Specialty industrial machineryMarket cap $2.2BNo P/E (operating loss)
$5.23-79.9%1Y
Since added -19.5%
F-
Growth & cash
Not growing
Business trend
Contracting
Business quality
Weak
Getting better
Deteriorating
Revenue
$2.7M-95.7%
Profit
-$186M+51.0%
Free cash flow
-$607.5M-115.1%
Discuss
Why it is here: Develops small modular nuclear reactor power modules for utilities

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