Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
Agent APISubscribe
Sign in
Pokedex
Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
Agent APISubscribe
Sign in
Pokedex/DC Infra
Search/
Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
Search/
Industry

DC Infra & Power

Power generation, grid, electrical, cooling, and data center infrastructure tied to AI deployment.

106Companies8Segments
All DC Infra106Power10IPP7Gas12Cooling17Grid23Construction8DC Operator8Other21
Market capAll caps106> $10B69> $100B10
106 companiesSorted by market cap
  • CATCaterpillar Inc.Power$375.6BNYSE·US›
  • GEVGE Vernova Inc.Grid$257.3BNYSE·US›
  • SIE.DESiemens AGGrid$250.1BXETRA·DE›
  • SU.PASchneider Electric S.E.Power$196.5BPAR·FR›
  • ABBN.SWABB LtdGrid$183.0BSIX·CH›
  • ETNEaton Corporation plcGrid$161.3BNYSE·IE›
  • ENR.DESiemens Energy AGGrid$154.5BXETRA·DE›
  • 6501.THitachi, Ltd.Grid$146.7BJPX·JP›
  • 2308.TWDelta Electronics, Inc.Power$143.0BTAI·TW›
  • VRTVertiv Holdings CoPower$101.9BNYSE·US›
  • PWRQuanta Services, Inc.Construction$99.6BNYSE·US›
  • TTTrane Technologies plcCooling$99.3BNYSE·IE›
  • CEGConstellation Energy CorporationIPP$98.0BNASDAQ·US›
  • 000333.SZMidea Group Co., Ltd.Cooling$95.8BSHZ·CN›
  • JCIJohnson Controls International plcCooling$86.7BNYSE·IE›
  • IFX.DEInfineon Technologies AGOther$85.3BXETRA·DE›
  • 7011.TMitsubishi Heavy Industries, Ltd.Cooling$83.2BJPX·JP›
  • CMICummins Inc.Power$81.9BNYSE·US›
  • 6981.TMurata Manufacturing Co., Ltd.Other$81.3BJPX·JP›
  • 6503.TMitsubishi Electric CorporationPower$72.2BJPX·JP›
  • MPWRMonolithic Power Systems, Inc.Other$64.4BNASDAQ·US›
  • BEBloom Energy CorporationPower$59.6BNYSE·US›
  • FIXComfort Systems USA, Inc.Construction$58.9BNYSE·US›
  • CARRCarrier Global CorporationCooling$49.6BNYSE·US›
  • VSTVistra Corp.IPP$46.8BNYSE·US›
  • STMSTMicroelectronics N.V.Other$44.6BNYSE·NL›
  • PRY.MIPrysmian S.p.A.Grid$42.8BMIL·IT›
  • LR.PALegrand S.A.Power$41.8BPAR·FR›
  • 6723.TRenesas Electronics CorporationOther$39.2BJPX·JP›
  • 6762.TTDK CorporationOther$36.3BJPX·JP›
  • 6367.TDaikin Industries,Ltd.Cooling$36.3BJPX·JP›
  • EMEEMCOR Group, Inc.Construction$34.7BNYSE·US›
  • 000651.SZGree Electric Appliances, Inc. of ZhuhaiCooling$34.2BSHZ·CN›
  • EQTEQT CorporationGas$33.7BNYSE·US›
  • ONON Semiconductor CorporationOther$29.1BNASDAQ·US›
  • NVTnVent Electric plcCooling$25.0BNYSE·GB›
  • HUBBHubbell IncorporatedGrid$24.8BNYSE·US›
  • CTRACoterra Energy Inc.Gas$24.7BNYSE·US›
  • ALFA.STAlfa Laval Corporate ABCooling$24.5BSTO·SE›
  • NRGNRG Energy, Inc.IPP$24.3BNYSE·US›
  • EXEExpand Energy CorporationGas$22.2BNASDAQ·US›
  • MTZMasTec, Inc.Construction$21.8BNYSE·US›
  • WRT1V.HEWärtsilä Oyj AbpGrid$20.3BHEL·FI›
  • 010120.KSLS ELECTRIC Co., Ltd.Grid$20.1BKSC·KR›
  • 6594.TNidec CorporationCooling$19.0BJPX·JP›
  • 267260.KSHD Hyundai Electric Co., Ltd.Grid$18.7BKSC·KR›
  • OVVOvintiv Inc.Gas$18.4BNYSE·US›
  • 298040.KSHyosung Heavy Industries CorporationGrid$18.3BKSC·KR›
  • TOU.TOTourmaline Oil Corp.Gas$17.6BTSX·CA›
  • WCCWESCO International, Inc.Construction$16.5BNYSE·US›
  • IRENIREN LimitedDC Operator$15.2BNASDAQ·AU›
  • BHEL.NSBharat Heavy Electricals LimitedGrid$15.0BNSE·IN›
  • 600089.SSTBEA Co., Ltd.Grid$15.0BSHH·CN›
  • TLNTalen Energy CorporationIPP$14.4BNASDAQ·US›
  • CGPOWER.NSCG Power and Industrial Solutions LimitedGrid$14.3BNSE·IN›
  • LIILennox International Inc.Cooling$14.0BNYSE·US›
  • ARX.TOARC Resources Ltd.Gas$14.0BTSX·CA›
  • IESCIES Holdings, Inc.Construction$13.6BNASDAQ·US›
  • 6504.TFuji Electric Co., Ltd.Power$12.8BJPX·JP›
  • RXL.PARexel S.A.Construction$12.3BPAR·FR›
  • GNRCGenerac Holdings Inc.Power$12.2BNYSE·US›
  • AEISAdvanced Energy Industries, Inc.Other$11.7BNASDAQ·US›
  • ARAntero Resources CorporationGas$11.6BNYSE·US›
  • 6963.TROHM Co., Ltd.Other$11.4BJPX·JP›
  • AESThe AES CorporationIPP$10.5BNYSE·US›
  • LFUSLittelfuse, Inc.Other$10.5BNASDAQ·US›
  • SPXCSPX Technologies, Inc.Cooling$10.2BNYSE·US›
  • MODModine Manufacturing CompanyCooling$10.1BNYSE·US›
  • BEPBrookfield Renewable Partners L.P.IPP$10.1BNYSE·BM›
  • HUTHut 8 Corp.DC Operator$10.0BNASDAQ·US›
  • RRCRange Resources CorporationGas$9.5BNYSE·US›
  • VICRVicor CorporationOther$9.4BNASDAQ·US›
  • APLDApplied Digital CorporationDC Operator$8.2BNASDAQ·US›
  • WULFTeraWulf Inc.DC Operator$8.2BNASDAQ·US›
  • GLXYGalaxy DigitalDC Operator$7.8BNASDAQ·US›
  • NEX.PANexans S.A.Grid$7.3BPAR·FR›
  • POWLPowell Industries, Inc.Grid$7.2BNASDAQ·US›
  • CIFRCipher Mining Inc.DC Operator$7.0BNASDAQ·US›
  • ALGMAllegro MicroSystems, Inc.Other$6.9BNASDAQ·US›
  • CWENClearway Energy, Inc.IPP$6.7BNYSE·US›
  • AAONAAON, Inc.Cooling$6.6BNASDAQ·US›
  • CORZCore Scientific, Inc.DC Operator$5.9BNASDAQ·US›
  • 6415.TWSilergy Corp.Other$5.4BTAI·TW›
  • CNXCNX Resources CorporationGas$5.4BNYSE·US›
  • ENPHEnphase Energy, Inc.Grid$5.1BNASDAQ·US›
  • MYRGMYR Group Inc.Construction$5.0BNASDAQ·US›
  • BDCBelden Inc.Grid$4.8BNYSE·US›
  • 6845.TAzbil CorporationOther$4.8BJPX·JP›
  • VSHVishay Intertechnology, Inc.Other$4.5BNYSE·US›
  • VOLTAS.NSVoltas LimitedCooling$4.3BNSE·IN›
  • DIODDiodes IncorporatedOther$4.2BNASDAQ·US›
  • CRKComstock Resources, Inc.Gas$4.1BNYSE·US›
  • PEY.TOPeyto Exploration & Development Corp.Gas$3.8BTSX·CA›
  • MTRS.STMunters Group AB (publ)Cooling$3.5BSTO·SE›
  • NVTSNavitas Semiconductor CorporationOther$3.4BNASDAQ·IE›
  • BLUESTARCO.NSBlue Star LimitedCooling$3.2BNSE·IN›
  • BELFBBel Fuse Inc.Other$3.2BNASDAQ·US›
  • ATKRAtkore Inc.Grid$3.2BNYSE·US›
  • GPORGulfport Energy CorporationGas$3.1BNYSE·US›
  • POWIPower Integrations, Inc.Other$3.1BNASDAQ·US›
  • BTDRBitdeer Technologies GroupDC Operator$2.4BNASDAQ·SG›
  • FLNCFluence Energy, Inc.Grid$2.1BNASDAQ·US›
  • HPS-A.TOHammond Power Solutions Inc.Grid$2.1BTSX·CA›
  • SEDGSolarEdge Technologies, Inc.Grid$1.9BNASDAQ·US›
  • WOLFWolfspeed, Inc.Other$1.4BNYSE·US›
  • AOSLAlpha and Omega Semiconductor LimitedOther$0.8BNASDAQ·US›
< All industries