AI power & data-centre infrastructure
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。
株価は2026年11月11日の終値です（IEX取引所のデータ）。
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%
VSTVistra Corp.Utilities independent power producersMarket cap $45.3BP/E 18.03
$133.39-24.7%1YSince added -17.8%
B+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$21.2B+21.0%Profit
$2.7B+135.0%Free cash flow
$2.6B+58.5%Why it is here: Generates and sells wholesale and retail electricity
CEGCONSTELLATION ENERGY CORPORATIONUtilities independent power producersMarket cap $97.3BP/E 22.01
$274.64-22.0%1YSince added -7.2%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$31.3B+26.0%Profit
$4.4B+59.5%Free cash flow
$1.3B+584.4%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%1YSince added -19.4%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$44B+16.9%Profit
$10.4B+508.5%Free cash flow
$17.1B+592.1%Why it is here: Makes power generation and grid electrical equipment
ETNEATON CORPORATION plcSpecialty industrial machineryMarket cap $140BP/E 36.01
$360.44-1.8%1YSince added -15.9%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 大きく改善
Revenue
$32B+20.1%Profit
$3.9B-0.8%Free cash flow
$3.8B+14.2%Why it is here: Makes electrical power equipment and systems
VRTVertiv Holdings CoElectrical equipment and partsMarket cap $79.5BP/E 38.60
$206.52+19.2%1YSince added -12.9%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$13.1B+35.3%Profit
$2.1B+102.9%Free cash flow
$3.1B+133.7%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%1YSince added -11.7%
A- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 堅実
- Getting better
- 改善中
Revenue
$37.3B+37.1%Profit
$1.7B+65.2%Free cash flow
$3.2B+152.1%Why it is here: Builds electric power, utility and communications infrastructure
TLNTalen Energy CorporationUtilities independent power producersMarket cap $16.5BNo P/E
$378.31+2.9%1YSince added -1.1%
B-- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- 弱い
- Getting better
- まちまち
Revenue
$4.9B+90.5%Profit
-$254M-212.4%Free cash flow
$396M+18.2%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%1YSince added -9.0%
B- 成長と現金
- 力強く成長
- Business trend
- 安定
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$35B+17.4%Profit
$1.3B-12.7%Free cash flow
$689M-59.6%Why it is here: Generates and sells wholesale and retail electricity
BEBLOOM ENERGY CORPORATIONElectrical equipment and partsMarket cap $61.9BP/E 127.66
$209.37+65.2%1YSince added -20.5%
A- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 堅実
- Getting better
- まちまち
Revenue
$3.8B+110.6%Profit
$522.9M+3,052.0%Free cash flow
$436.7M+223.0%Why it is here: Makes solid-oxide fuel cell power systems
NVTnVent Electric plcElectrical equipment and partsMarket cap $18.9BP/E 28.18
$116.67+5.3%1YSince added -27.7%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$5.3B+48.0%Profit
$679.5M+12.9%Free cash flow
$642.6M+58.9%Why it is here: Makes enclosures, cooling and electrical connection products
HUBBHUBBELL INCElectrical equipment and partsMarket cap $23.4BP/E 25.99
$443.33-0.9%1YSince added -7.2%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$6.6B+16.0%Profit
$908.9M+5.6%Free cash flow
$928M+9.1%Why it is here: Makes electrical and utility products for grids and buildings
MODMODINE MANUFACTURING COAuto partsMarket cap $5.7BP/E 44.59
$106.58-21.5%1YSince added -38.2%
F- 成長と現金
- まちまち
- Business trend
- 縮小
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$3.6B+35.1%Profit
$129.8M-30.3%Free cash flow
-$9.9M-123.9%Why it is here: Makes thermal management and cooling products for buildings and data centres
NEENEXTERA ENERGY INCUtilities regulated electricMarket cap $179.3BP/E 21.88
$86.00+3.0%1YSince added +9.9%
A+- 利益と純資産
- 力強く成長
- Business quality
- 高い
- Getting better
- まちまち
Revenue
$26B+8.3%Profit
$8.2B+48.5%Free cash flow
Not reported
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%1YSince added -9.4%
A- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- まちまち
- Getting better
- 改善中
Revenue
$4.6B+6.1%Profit
$301.3M0.0%Free cash flow
$414.5M-2.3%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%1YSince added -20.2%
B+- 成長と現金
- 力強く成長
- Business trend
- 減速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$1.2B+7.0%Profit
$190.9M+8.8%Free cash flow
$244M+201.1%Why it is here: Makes switchgear and power distribution equipment for industrial and utility customers
ENSEnerSysElectrical equipment and partsMarket cap $5.3BP/E 14.83
$147.68+7.0%1YSince added -16.7%
B- 成長と現金
- 力強く成長
- Business trend
- 縮小
- Business quality
- 堅実
- Getting better
- 改善中
Revenue
$3.8B+1.8%Profit
$373.7M+10.8%Free cash flow
$650.4M+99.0%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%1YSince added -15.9%
C+- 成長と現金
- 成長中
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$2.3B+31.7%Profit
$288.8M+99.2%Free cash flow
$69.9M-54.2%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%1YSince added -36.8%
A+- 成長と現金
- 力強く成長
- Business trend
- 加速
- Business quality
- 高い
- Getting better
- 改善中
Revenue
$4B+22.7%Profit
$457.9M+66.5%Free cash flow
$228.4M+23.2%Why it is here: Makes custom electrical products and generation components
SMRNUSCALE POWER CORPORATIONSpecialty industrial machineryMarket cap $2.2BPERなし（営業損失）
$5.23-79.9%1YSince added -19.5%
F-- 成長と現金
- 成長していない
- Business trend
- 縮小
- Business quality
- 弱い
- Getting better
- 悪化中
Revenue
$2.7M-95.7%Profit
-$186M+51.0%Free cash flow
-$607.5M-115.1%Why it is here: Develops small modular nuclear reactor power modules for utilities
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