Selección · IA y semiconductores

AI power & data-centre infrastructure

Por InspectStocksPublished 14 oct 202619 companies0 followers

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

Agrupadas con ayuda de un modelo de IA y revisadas por nuestros editores. La línea bajo cada empresa explica por qué está aquí.

Download image

Tarjetas Niveles

Los precios de las acciones son el cierre del 11 nov 2026, del feed de la bolsa IEX.

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 %

Sort by

VSTVistra Corp.
Utilities independent power producersMarket cap 45,3B US$P/E 18,03
133,39 US$-24,7 %1Y
Since added -17,8 %
B+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
21,2B US$+21,0 %
Profit
2,7B US$+135,0 %
Free cash flow
2,6B US$+58,5 %
Discuss
Why it is here: Generates and sells wholesale and retail electricity
CEGCONSTELLATION ENERGY CORPORATION
Utilities independent power producersMarket cap 97,3B US$P/E 22,01
274,64 US$-22,0 %1Y
Since added -7,2 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
31,3B US$+26,0 %
Profit
4,4B US$+59,5 %
Free cash flow
1,3B US$+584,4 %
Discuss
Why it is here: Generates nuclear and clean wholesale electricity
GEVGE Vernova Inc.
Specialty industrial machineryMarket cap 213,9B US$P/E 21,27
808,08 US$+40,8 %1Y
Since added -19,4 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
44B US$+16,9 %
Profit
10,4B US$+508,5 %
Free cash flow
17,1B US$+592,1 %
Discuss
Why it is here: Makes power generation and grid electrical equipment
ETNEATON CORPORATION plc
Specialty industrial machineryMarket cap 140B US$P/E 36,01
360,44 US$-1,8 %1Y
Since added -15,9 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando con fuerza
Revenue
32B US$+20,1 %
Profit
3,9B US$-0,8 %
Free cash flow
3,8B US$+14,2 %
Discuss
Why it is here: Makes electrical power equipment and systems
VRTVertiv Holdings Co
Electrical equipment and partsMarket cap 79,5B US$P/E 38,60
206,52 US$+19,2 %1Y
Since added -12,9 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
13,1B US$+35,3 %
Profit
2,1B US$+102,9 %
Free cash flow
3,1B US$+133,7 %
Discuss
Why it is here: Makes power and cooling equipment for data centres
PWRQuanta Services, Inc.
Engineering and constructionMarket cap 91,7B US$P/E 55,10
608,31 US$+35,5 %1Y
Since added -11,7 %
A
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Sólida
Getting better
Mejorando
Revenue
37,3B US$+37,1 %
Profit
1,7B US$+65,2 %
Free cash flow
3,2B US$+152,1 %
Discuss
Why it is here: Builds electric power, utility and communications infrastructure
TLNTalen Energy Corporation
Utilities independent power producersMarket cap 16,5B US$No P/E
378,31 US$+2,9 %1Y
Since added -1,1 %
B-
Crecimiento y caja
Creciendo con fuerza
Business trend
Estable
Business quality
Débil
Getting better
Mixto
Revenue
4,9B US$+90,5 %
Profit
-254M US$-212,4 %
Free cash flow
396M US$+18,2 %
Discuss
Why it is here: Generates and sells wholesale electricity from nuclear and gas plants
NRGNRG ENERGY, INC.
Utilities independent power producersMarket cap 20,5B US$P/E 17,08
97,53 US$-41,4 %1Y
Since added -9,0 %
B
Crecimiento y caja
Creciendo con fuerza
Business trend
Estable
Business quality
Mixta
Getting better
Mejorando
Revenue
35B US$+17,4 %
Profit
1,3B US$-12,7 %
Free cash flow
689M US$-59,6 %
Discuss
Why it is here: Generates and sells wholesale and retail electricity
BEBLOOM ENERGY CORPORATION
Electrical equipment and partsMarket cap 61,9B US$P/E 127,66
209,37 US$+65,2 %1Y
Since added -20,5 %
A
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Sólida
Getting better
Mixto
Revenue
3,8B US$+110,6 %
Profit
522,9M US$+3052,0 %
Free cash flow
436,7M US$+223,0 %
Discuss
Why it is here: Makes solid-oxide fuel cell power systems
NVTnVent Electric plc
Electrical equipment and partsMarket cap 18,9B US$P/E 28,18
116,67 US$+5,3 %1Y
Since added -27,7 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
5,3B US$+48,0 %
Profit
679,5M US$+12,9 %
Free cash flow
642,6M US$+58,9 %
Discuss
Why it is here: Makes enclosures, cooling and electrical connection products
HUBBHUBBELL INC
Electrical equipment and partsMarket cap 23,4B US$P/E 25,99
443,33 US$-0,9 %1Y
Since added -7,2 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
6,6B US$+16,0 %
Profit
908,9M US$+5,6 %
Free cash flow
928M US$+9,1 %
Discuss
Why it is here: Makes electrical and utility products for grids and buildings
MODMODINE MANUFACTURING CO
Auto partsMarket cap 5,7B US$P/E 44,59
106,58 US$-21,5 %1Y
Since added -38,2 %
F
Crecimiento y caja
Mixto
Business trend
Contrayéndose
Business quality
Mixta
Getting better
Mejorando
Revenue
3,6B US$+35,1 %
Profit
129,8M US$-30,3 %
Free cash flow
-9,9M US$-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 179,3B US$P/E 21,88
86,00 US$+3,0 %1Y
Since added +9,9 %
A+
Beneficio y valor contable
Creciendo con fuerza
Business quality
Fuerte
Getting better
Mixto
Revenue
26B US$+8,3 %
Profit
8,2B US$+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 11,4B US$P/E 38,34
194,02 US$+19,5 %1Y
Since added -9,4 %
A
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Mixta
Getting better
Mejorando
Revenue
4,6B US$+6,1 %
Profit
301,3M US$0,0 %
Free cash flow
414,5M US$-2,3 %
Discuss
Why it is here: Makes standby generators and backup power equipment
POWLPowell Industries, Inc.
Electrical equipment and partsMarket cap 5,3B US$P/E 14,17
145,85 US$+23,1 %1Y
Since added -20,2 %
B+
Crecimiento y caja
Creciendo con fuerza
Business trend
Desacelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
1,2B US$+7,0 %
Profit
190,9M US$+8,8 %
Free cash flow
244M US$+201,1 %
Discuss
Why it is here: Makes switchgear and power distribution equipment for industrial and utility customers
ENSEnerSys
Electrical equipment and partsMarket cap 5,3B US$P/E 14,83
147,68 US$+7,0 %1Y
Since added -16,7 %
B
Crecimiento y caja
Creciendo con fuerza
Business trend
Contrayéndose
Business quality
Sólida
Getting better
Mejorando
Revenue
3,8B US$+1,8 %
Profit
373,7M US$+10,8 %
Free cash flow
650,4M US$+99,0 %
Discuss
Why it is here: Makes industrial batteries and energy storage systems
AEISADVANCED ENERGY INDUSTRIES, INC.
Electrical equipment and partsMarket cap 9,4B US$P/E 33,24
231,66 US$+9,0 %1Y
Since added -15,9 %
C+
Crecimiento y caja
Creciendo
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
2,3B US$+31,7 %
Profit
288,8M US$+99,2 %
Free cash flow
69,9M US$-54,2 %
Discuss
Why it is here: Makes precision power conversion for semiconductor equipment and data centres
IESCIES Holdings, Inc.
Engineering and constructionMarket cap 3,5B US$P/E 7,87
177,12 US$-9,0 %1Y
Since added -36,8 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
4B US$+22,7 %
Profit
457,9M US$+66,5 %
Free cash flow
228,4M US$+23,2 %
Discuss
Why it is here: Makes custom electrical products and generation components
SMRNUSCALE POWER CORPORATION
Specialty industrial machineryMarket cap 2,2B US$Sin PER (pérdida operativa)
5,23 US$-79,9 %1Y
Since added -19,5 %
F-
Crecimiento y caja
Sin crecer
Business trend
Contrayéndose
Business quality
Débil
Getting better
Deteriorándose
Revenue
2,7M US$-95,7 %
Profit
-186M US$+51,0 %
Free cash flow
-607,5M US$-115,1 %
Discuss
Why it is here: Develops small modular nuclear reactor power modules for utilities

Green and red compare each figure with the same window a year earlier. Grades and checks are the company page's own; nothing here is a recommendation.

DiscussionNo comments yet

Be civil and stick to the companies. Comments are opinions, not advice.

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.