AI power & data-centre infrastructure
Power generation, electrical gear and cooling that data centres need to run.
Сгруппировано с помощью модели ИИ и проверено нашей редакцией. Строка под каждой компанией объясняет, почему она здесь.
Цены акций — цены закрытия на 11 нояб. 2026 г., по данным биржи 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 %
VSTVistra Corp.Utilities independent power producersMarket cap 45,3B $P/E 18,03
133,39 $-24,7 %1YSince added -17,8 %
B+- Рост и деньги
- Растёт уверенно
- Business trend
- Ускоряется
- Business quality
- Высокое
- Getting better
- Улучшается
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 97,3B $P/E 22,01
274,64 $-22,0 %1YSince added -7,2 %
A+- Рост и деньги
- Растёт уверенно
- Business trend
- Ускоряется
- Business quality
- Высокое
- Getting better
- Улучшается
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 213,9B $P/E 21,27
808,08 $+40,8 %1YSince added -19,4 %
A+- Рост и деньги
- Растёт уверенно
- Business trend
- Ускоряется
- Business quality
- Высокое
- Getting better
- Улучшается
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 140B $P/E 36,01
360,44 $-1,8 %1YSince added -15,9 %
A+- Рост и деньги
- Растёт уверенно
- Business trend
- Ускоряется
- Business quality
- Высокое
- Getting better
- Заметно улучшается
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 79,5B $P/E 38,60
206,52 $+19,2 %1YSince added -12,9 %
A+- Рост и деньги
- Растёт уверенно
- Business trend
- Ускоряется
- Business quality
- Высокое
- Getting better
- Улучшается
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 91,7B $P/E 55,10
608,31 $+35,5 %1YSince added -11,7 %
A- Рост и деньги
- Растёт уверенно
- Business trend
- Ускоряется
- Business quality
- Устойчивое
- Getting better
- Улучшается
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 16,5B $No P/E
378,31 $+2,9 %1YSince added -1,1 %
B-- Рост и деньги
- Растёт уверенно
- Business trend
- Стабильно
- Business quality
- Слабое
- Getting better
- Неоднозначно
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 20,5B $P/E 17,08
97,53 $-41,4 %1YSince added -9,0 %
B- Рост и деньги
- Растёт уверенно
- Business trend
- Стабильно
- Business quality
- Неоднозначное
- Getting better
- Улучшается
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 61,9B $P/E 127,66
209,37 $+65,2 %1YSince added -20,5 %
A- Рост и деньги
- Растёт уверенно
- Business trend
- Ускоряется
- Business quality
- Устойчивое
- Getting better
- Неоднозначно
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 18,9B $P/E 28,18
116,67 $+5,3 %1YSince added -27,7 %
A+- Рост и деньги
- Растёт уверенно
- Business trend
- Ускоряется
- Business quality
- Высокое
- Getting better
- Улучшается
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 23,4B $P/E 25,99
443,33 $-0,9 %1YSince added -7,2 %
A+- Рост и деньги
- Растёт уверенно
- Business trend
- Ускоряется
- Business quality
- Высокое
- Getting better
- Улучшается
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 5,7B $P/E 44,59
106,58 $-21,5 %1YSince added -38,2 %
F- Рост и деньги
- Неоднозначно
- Business trend
- Сокращается
- Business quality
- Неоднозначное
- Getting better
- Улучшается
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 179,3B $P/E 21,88
86,00 $+3,0 %1YSince added +9,9 %
A+- Прибыль и балансовая стоимость
- Растёт уверенно
- Business quality
- Высокое
- Getting better
- Неоднозначно
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 11,4B $P/E 38,34
194,02 $+19,5 %1YSince added -9,4 %
A- Рост и деньги
- Растёт уверенно
- Business trend
- Ускоряется
- Business quality
- Неоднозначное
- Getting better
- Улучшается
Revenue
4,6B $+6,1 %Profit
301,3M $0,0 %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 5,3B $P/E 14,17
145,85 $+23,1 %1YSince added -20,2 %
B+- Рост и деньги
- Растёт уверенно
- Business trend
- Замедляется
- Business quality
- Высокое
- Getting better
- Улучшается
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 5,3B $P/E 14,83
147,68 $+7,0 %1YSince added -16,7 %
B- Рост и деньги
- Растёт уверенно
- Business trend
- Сокращается
- Business quality
- Устойчивое
- Getting better
- Улучшается
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 9,4B $P/E 33,24
231,66 $+9,0 %1YSince added -15,9 %
C+- Рост и деньги
- Растёт
- Business trend
- Ускоряется
- Business quality
- Высокое
- Getting better
- Улучшается
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 3,5B $P/E 7,87
177,12 $-9,0 %1YSince added -36,8 %
A+- Рост и деньги
- Растёт уверенно
- Business trend
- Ускоряется
- Business quality
- Высокое
- Getting better
- Улучшается
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 2,2B $Нет P/E (операционный убыток)
5,23 $-79,9 %1YSince added -19,5 %
F-- Рост и деньги
- Не растёт
- Business trend
- Сокращается
- Business quality
- Слабое
- Getting better
- Ухудшается
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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