Sélection · IA et semi-conducteurs

AI power & data-centre infrastructure

Par InspectStocksPublished 14 oct. 202619 companies0 follower

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

Regroupées avec l’aide d’un modèle d’IA et relues par notre rédaction. La ligne sous chaque entreprise indique pourquoi elle figure ici.

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Cartes Niveaux

Les cours sont ceux de la clôture du 11 nov. 2026, issus du flux de la bourse 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 %

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VSTVistra Corp.
Utilities independent power producersMarket cap 45,3B $USP/E 18,03
133,39 $US-24,7 %1Y
Since added -17,8 %
B+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
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 $USP/E 22,01
274,64 $US-22,0 %1Y
Since added -7,2 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
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 $USP/E 21,27
808,08 $US+40,8 %1Y
Since added -19,4 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
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 $USP/E 36,01
360,44 $US-1,8 %1Y
Since added -15,9 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En nette amélioration
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 $USP/E 38,60
206,52 $US+19,2 %1Y
Since added -12,9 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
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 $USP/E 55,10
608,31 $US+35,5 %1Y
Since added -11,7 %
A
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Solide
Getting better
En amélioration
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 $USNo P/E
378,31 $US+2,9 %1Y
Since added -1,1 %
B-
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Faible
Getting better
Contrasté
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 $USP/E 17,08
97,53 $US-41,4 %1Y
Since added -9,0 %
B
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Contrastée
Getting better
En amélioration
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 $USP/E 127,66
209,37 $US+65,2 %1Y
Since added -20,5 %
A
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Solide
Getting better
Contrasté
Revenue
3,8B $US+110,6 %
Profit
522,9M $US+3 052,0 %
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 $USP/E 28,18
116,67 $US+5,3 %1Y
Since added -27,7 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
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 $USP/E 25,99
443,33 $US-0,9 %1Y
Since added -7,2 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
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 $USP/E 44,59
106,58 $US-21,5 %1Y
Since added -38,2 %
F
Croissance et trésorerie
Contrasté
Business trend
En contraction
Business quality
Contrastée
Getting better
En amélioration
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 $USP/E 21,88
86,00 $US+3,0 %1Y
Since added +9,9 %
A+
Résultat et actif net
Croissance forte
Business quality
Forte
Getting better
Contrasté
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 $USP/E 38,34
194,02 $US+19,5 %1Y
Since added -9,4 %
A
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Contrastée
Getting better
En amélioration
Revenue
4,6B $US+6,1 %
Profit
301,3M $US0,0 %
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 $USP/E 14,17
145,85 $US+23,1 %1Y
Since added -20,2 %
B+
Croissance et trésorerie
Croissance forte
Business trend
En ralentissement
Business quality
Forte
Getting better
En amélioration
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 $USP/E 14,83
147,68 $US+7,0 %1Y
Since added -16,7 %
B
Croissance et trésorerie
Croissance forte
Business trend
En contraction
Business quality
Solide
Getting better
En amélioration
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 $USP/E 33,24
231,66 $US+9,0 %1Y
Since added -15,9 %
C+
Croissance et trésorerie
En croissance
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
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 $USP/E 7,87
177,12 $US-9,0 %1Y
Since added -36,8 %
A+
Croissance et trésorerie
Croissance forte
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
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 $USPas de PER (perte d’exploitation)
5,23 $US-79,9 %1Y
Since added -19,5 %
F-
Croissance et trésorerie
Sans croissance
Business trend
En contraction
Business quality
Faible
Getting better
En dégradation
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

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