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キュレーション · AI・半導体

AI power & data-centre infrastructure

InspectStocks 編集Published 2026年10月14日19 companies0 followers

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

AI モデルの助けを借りてグループ分けし、編集部が確認しました。各企業の下の一行が、ここに入っている理由を説明します。

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

  • POWL成長が鈍っているため 1 段階下げPowell Industries
    $145.85+23.1% 1Y

    Makes switchgear and power distribution equipment for industrial and utility customers

  • ENS成長が鈍っているため 1 段階下げEnerSys
    $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

この評価の企業はここにはありません。

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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