큐레이션 · AI·반도체

AI power & data-centre infrastructure

InspectStocks 제공Published 2026년 10월 14일19 companies0 followers

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

AI 모델의 도움으로 묶고 편집자가 검토했습니다. 각 기업 아래의 한 줄이 이 기업이 여기 있는 이유를 설명합니다.

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카드 티어

주가는 2026년 11월 11일 종가이며, IEX 거래소 피드 기준입니다.

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 US$45.3BP/E 18.03
US$133.39-24.7%1Y
Since added -17.8%
B+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$21.2B+21.0%
Profit
US$2.7B+135.0%
Free cash flow
US$2.6B+58.5%
Discuss
Why it is here: Generates and sells wholesale and retail electricity
CEGCONSTELLATION ENERGY CORPORATION
Utilities independent power producersMarket cap US$97.3BP/E 22.01
US$274.64-22.0%1Y
Since added -7.2%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$31.3B+26.0%
Profit
US$4.4B+59.5%
Free cash flow
US$1.3B+584.4%
Discuss
Why it is here: Generates nuclear and clean wholesale electricity
GEVGE Vernova Inc.
Specialty industrial machineryMarket cap US$213.9BP/E 21.27
US$808.08+40.8%1Y
Since added -19.4%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$44B+16.9%
Profit
US$10.4B+508.5%
Free cash flow
US$17.1B+592.1%
Discuss
Why it is here: Makes power generation and grid electrical equipment
ETNEATON CORPORATION plc
Specialty industrial machineryMarket cap US$140BP/E 36.01
US$360.44-1.8%1Y
Since added -15.9%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
크게 개선 중
Revenue
US$32B+20.1%
Profit
US$3.9B-0.8%
Free cash flow
US$3.8B+14.2%
Discuss
Why it is here: Makes electrical power equipment and systems
VRTVertiv Holdings Co
Electrical equipment and partsMarket cap US$79.5BP/E 38.60
US$206.52+19.2%1Y
Since added -12.9%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$13.1B+35.3%
Profit
US$2.1B+102.9%
Free cash flow
US$3.1B+133.7%
Discuss
Why it is here: Makes power and cooling equipment for data centres
PWRQuanta Services, Inc.
Engineering and constructionMarket cap US$91.7BP/E 55.10
US$608.31+35.5%1Y
Since added -11.7%
A
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
양호
Getting better
개선 중
Revenue
US$37.3B+37.1%
Profit
US$1.7B+65.2%
Free cash flow
US$3.2B+152.1%
Discuss
Why it is here: Builds electric power, utility and communications infrastructure
TLNTalen Energy Corporation
Utilities independent power producersMarket cap US$16.5BNo P/E
US$378.31+2.9%1Y
Since added -1.1%
B-
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
취약
Getting better
혼조
Revenue
US$4.9B+90.5%
Profit
-US$254M-212.4%
Free cash flow
US$396M+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 US$20.5BP/E 17.08
US$97.53-41.4%1Y
Since added -9.0%
B
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
혼조
Getting better
개선 중
Revenue
US$35B+17.4%
Profit
US$1.3B-12.7%
Free cash flow
US$689M-59.6%
Discuss
Why it is here: Generates and sells wholesale and retail electricity
BEBLOOM ENERGY CORPORATION
Electrical equipment and partsMarket cap US$61.9BP/E 127.66
US$209.37+65.2%1Y
Since added -20.5%
A
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
양호
Getting better
혼조
Revenue
US$3.8B+110.6%
Profit
US$522.9M+3,052.0%
Free cash flow
US$436.7M+223.0%
Discuss
Why it is here: Makes solid-oxide fuel cell power systems
NVTnVent Electric plc
Electrical equipment and partsMarket cap US$18.9BP/E 28.18
US$116.67+5.3%1Y
Since added -27.7%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$5.3B+48.0%
Profit
US$679.5M+12.9%
Free cash flow
US$642.6M+58.9%
Discuss
Why it is here: Makes enclosures, cooling and electrical connection products
HUBBHUBBELL INC
Electrical equipment and partsMarket cap US$23.4BP/E 25.99
US$443.33-0.9%1Y
Since added -7.2%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$6.6B+16.0%
Profit
US$908.9M+5.6%
Free cash flow
US$928M+9.1%
Discuss
Why it is here: Makes electrical and utility products for grids and buildings
MODMODINE MANUFACTURING CO
Auto partsMarket cap US$5.7BP/E 44.59
US$106.58-21.5%1Y
Since added -38.2%
F
성장과 현금
혼조
Business trend
축소
Business quality
혼조
Getting better
개선 중
Revenue
US$3.6B+35.1%
Profit
US$129.8M-30.3%
Free cash flow
-US$9.9M-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 US$179.3BP/E 21.88
US$86.00+3.0%1Y
Since added +9.9%
A+
이익과 순자산가치
강하게 성장 중
Business quality
우수
Getting better
혼조
Revenue
US$26B+8.3%
Profit
US$8.2B+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 US$11.4BP/E 38.34
US$194.02+19.5%1Y
Since added -9.4%
A
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
혼조
Getting better
개선 중
Revenue
US$4.6B+6.1%
Profit
US$301.3M0.0%
Free cash flow
US$414.5M-2.3%
Discuss
Why it is here: Makes standby generators and backup power equipment
POWLPowell Industries, Inc.
Electrical equipment and partsMarket cap US$5.3BP/E 14.17
US$145.85+23.1%1Y
Since added -20.2%
B+
성장과 현금
강하게 성장 중
Business trend
둔화
Business quality
우수
Getting better
개선 중
Revenue
US$1.2B+7.0%
Profit
US$190.9M+8.8%
Free cash flow
US$244M+201.1%
Discuss
Why it is here: Makes switchgear and power distribution equipment for industrial and utility customers
ENSEnerSys
Electrical equipment and partsMarket cap US$5.3BP/E 14.83
US$147.68+7.0%1Y
Since added -16.7%
B
성장과 현금
강하게 성장 중
Business trend
축소
Business quality
양호
Getting better
개선 중
Revenue
US$3.8B+1.8%
Profit
US$373.7M+10.8%
Free cash flow
US$650.4M+99.0%
Discuss
Why it is here: Makes industrial batteries and energy storage systems
AEISADVANCED ENERGY INDUSTRIES, INC.
Electrical equipment and partsMarket cap US$9.4BP/E 33.24
US$231.66+9.0%1Y
Since added -15.9%
C+
성장과 현금
성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$2.3B+31.7%
Profit
US$288.8M+99.2%
Free cash flow
US$69.9M-54.2%
Discuss
Why it is here: Makes precision power conversion for semiconductor equipment and data centres
IESCIES Holdings, Inc.
Engineering and constructionMarket cap US$3.5BP/E 7.87
US$177.12-9.0%1Y
Since added -36.8%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$4B+22.7%
Profit
US$457.9M+66.5%
Free cash flow
US$228.4M+23.2%
Discuss
Why it is here: Makes custom electrical products and generation components
SMRNUSCALE POWER CORPORATION
Specialty industrial machineryMarket cap US$2.2BP/E 없음 (영업손실)
US$5.23-79.9%1Y
Since added -19.5%
F-
성장과 현금
성장하지 않음
Business trend
축소
Business quality
취약
Getting better
악화 중
Revenue
US$2.7M-95.7%
Profit
-US$186M+51.0%
Free cash flow
-US$607.5M-115.1%
Discuss
Why it is here: Develops small modular nuclear reactor power modules for utilities

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