Curata · IA e semiconduttori

AI power & data-centre infrastructure

Di InspectStocksPublished 14 ott 202619 companies0 followers

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

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Schede Fasce

I prezzi delle azioni sono quelli di chiusura del 11 nov 2026, dal feed della borsa 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 USDP/E 18,03
133,39 USD-24,7%1Y
Since added -17,8%
B+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
21,2B USD+21,0%
Profit
2,7B USD+135,0%
Free cash flow
2,6B USD+58,5%
Discuss
Why it is here: Generates and sells wholesale and retail electricity
CEGCONSTELLATION ENERGY CORPORATION
Utilities independent power producersMarket cap 97,3B USDP/E 22,01
274,64 USD-22,0%1Y
Since added -7,2%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
31,3B USD+26,0%
Profit
4,4B USD+59,5%
Free cash flow
1,3B USD+584,4%
Discuss
Why it is here: Generates nuclear and clean wholesale electricity
GEVGE Vernova Inc.
Specialty industrial machineryMarket cap 213,9B USDP/E 21,27
808,08 USD+40,8%1Y
Since added -19,4%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
44B USD+16,9%
Profit
10,4B USD+508,5%
Free cash flow
17,1B USD+592,1%
Discuss
Why it is here: Makes power generation and grid electrical equipment
ETNEATON CORPORATION plc
Specialty industrial machineryMarket cap 140B USDP/E 36,01
360,44 USD-1,8%1Y
Since added -15,9%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
Migliora nettamente
Revenue
32B USD+20,1%
Profit
3,9B USD-0,8%
Free cash flow
3,8B USD+14,2%
Discuss
Why it is here: Makes electrical power equipment and systems
VRTVertiv Holdings Co
Electrical equipment and partsMarket cap 79,5B USDP/E 38,60
206,52 USD+19,2%1Y
Since added -12,9%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
13,1B USD+35,3%
Profit
2,1B USD+102,9%
Free cash flow
3,1B USD+133,7%
Discuss
Why it is here: Makes power and cooling equipment for data centres
PWRQuanta Services, Inc.
Engineering and constructionMarket cap 91,7B USDP/E 55,10
608,31 USD+35,5%1Y
Since added -11,7%
A
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Solida
Getting better
In miglioramento
Revenue
37,3B USD+37,1%
Profit
1,7B USD+65,2%
Free cash flow
3,2B USD+152,1%
Discuss
Why it is here: Builds electric power, utility and communications infrastructure
TLNTalen Energy Corporation
Utilities independent power producersMarket cap 16,5B USDNo P/E
378,31 USD+2,9%1Y
Since added -1,1%
B-
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Debole
Getting better
Misto
Revenue
4,9B USD+90,5%
Profit
-254M USD-212,4%
Free cash flow
396M USD+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 USDP/E 17,08
97,53 USD-41,4%1Y
Since added -9,0%
B
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Mista
Getting better
In miglioramento
Revenue
35B USD+17,4%
Profit
1,3B USD-12,7%
Free cash flow
689M USD-59,6%
Discuss
Why it is here: Generates and sells wholesale and retail electricity
BEBLOOM ENERGY CORPORATION
Electrical equipment and partsMarket cap 61,9B USDP/E 127,66
209,37 USD+65,2%1Y
Since added -20,5%
A
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Solida
Getting better
Misto
Revenue
3,8B USD+110,6%
Profit
522,9M USD+3052,0%
Free cash flow
436,7M USD+223,0%
Discuss
Why it is here: Makes solid-oxide fuel cell power systems
NVTnVent Electric plc
Electrical equipment and partsMarket cap 18,9B USDP/E 28,18
116,67 USD+5,3%1Y
Since added -27,7%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
5,3B USD+48,0%
Profit
679,5M USD+12,9%
Free cash flow
642,6M USD+58,9%
Discuss
Why it is here: Makes enclosures, cooling and electrical connection products
HUBBHUBBELL INC
Electrical equipment and partsMarket cap 23,4B USDP/E 25,99
443,33 USD-0,9%1Y
Since added -7,2%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
6,6B USD+16,0%
Profit
908,9M USD+5,6%
Free cash flow
928M USD+9,1%
Discuss
Why it is here: Makes electrical and utility products for grids and buildings
MODMODINE MANUFACTURING CO
Auto partsMarket cap 5,7B USDP/E 44,59
106,58 USD-21,5%1Y
Since added -38,2%
F
Crescita e cassa
Misto
Business trend
In contrazione
Business quality
Mista
Getting better
In miglioramento
Revenue
3,6B USD+35,1%
Profit
129,8M USD-30,3%
Free cash flow
-9,9M USD-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 USDP/E 21,88
86,00 USD+3,0%1Y
Since added +9,9%
A+
Utile e patrimonio netto
Cresce con forza
Business quality
Forte
Getting better
Misto
Revenue
26B USD+8,3%
Profit
8,2B USD+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 USDP/E 38,34
194,02 USD+19,5%1Y
Since added -9,4%
A
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Mista
Getting better
In miglioramento
Revenue
4,6B USD+6,1%
Profit
301,3M USD0,0%
Free cash flow
414,5M USD-2,3%
Discuss
Why it is here: Makes standby generators and backup power equipment
POWLPowell Industries, Inc.
Electrical equipment and partsMarket cap 5,3B USDP/E 14,17
145,85 USD+23,1%1Y
Since added -20,2%
B+
Crescita e cassa
Cresce con forza
Business trend
In rallentamento
Business quality
Forte
Getting better
In miglioramento
Revenue
1,2B USD+7,0%
Profit
190,9M USD+8,8%
Free cash flow
244M USD+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 USDP/E 14,83
147,68 USD+7,0%1Y
Since added -16,7%
B
Crescita e cassa
Cresce con forza
Business trend
In contrazione
Business quality
Solida
Getting better
In miglioramento
Revenue
3,8B USD+1,8%
Profit
373,7M USD+10,8%
Free cash flow
650,4M USD+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 USDP/E 33,24
231,66 USD+9,0%1Y
Since added -15,9%
C+
Crescita e cassa
In crescita
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
2,3B USD+31,7%
Profit
288,8M USD+99,2%
Free cash flow
69,9M USD-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 USDP/E 7,87
177,12 USD-9,0%1Y
Since added -36,8%
A+
Crescita e cassa
Cresce con forza
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
4B USD+22,7%
Profit
457,9M USD+66,5%
Free cash flow
228,4M USD+23,2%
Discuss
Why it is here: Makes custom electrical products and generation components
SMRNUSCALE POWER CORPORATION
Specialty industrial machineryMarket cap 2,2B USDNessun P/E (perdita operativa)
5,23 USD-79,9%1Y
Since added -19,5%
F-
Crescita e cassa
Non cresce
Business trend
In contrazione
Business quality
Debole
Getting better
In peggioramento
Revenue
2,7M USD-95,7%
Profit
-186M USD+51,0%
Free cash flow
-607,5M USD-115,1%
Discuss
Why it is here: Develops small modular nuclear reactor power modules for utilities

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