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  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
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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> $10B63> $100B9
106 companiesSorted by market cap
  • CATCaterpillar Inc.Power$323.6BNYSE·US›
  • GEVGE Vernova Inc.Grid$220.4BNYSE·US›
  • SIE.DESiemens AGGrid$219.6BXETRA·DE›
  • 6501.THitachi, Ltd.Grid$158.6BJPX·JP›
  • ABBN.SWABB LtdGrid$150.9BSIX·CH›
  • SU.PASchneider Electric S.E.Power$147.9BPAR·FR›
  • ETNEaton Corporation plcGrid$143.3BNYSE·IE›
  • 2308.TWDelta Electronics, Inc.Power$124.4BTAI·TW›
  • ENR.DESiemens Energy AGGrid$117.1BXETRA·DE›
  • TTTrane Technologies plcCooling$98.7BNYSE·IE›
  • 000333.SZMidea Group Co., Ltd.Cooling$97.9BSHZ·CN›
  • CEGConstellation Energy CorporationIPP$90.4BNASDAQ·US›
  • JCIJohnson Controls International plcCooling$86.6BNYSE·IE›
  • PWRQuanta Services, Inc.Construction$83.1BNYSE·US›
  • 7011.TMitsubishi Heavy Industries, Ltd.Cooling$77.5BJPX·JP›
  • VRTVertiv Holdings CoPower$75.3BNYSE·US›
  • IFX.DEInfineon Technologies AGOther$73.8BXETRA·DE›
  • 6981.TMurata Manufacturing Co., Ltd.Other$72.9BJPX·JP›
  • CMICummins Inc.Power$71.5BNYSE·US›
  • BEBloom Energy CorporationPower$64.1BNYSE·US›
  • 6503.TMitsubishi Electric CorporationPower$62.3BJPX·JP›
  • MPWRMonolithic Power Systems, Inc.Other$57.4BNASDAQ·US›
  • VSTVistra Corp.IPP$47.3BNYSE·US›
  • CARRCarrier Global CorporationCooling$46.6BNYSE·US›
  • FIXComfort Systems USA, Inc.Construction$45.0BNYSE·US›
  • STMSTMicroelectronics N.V.Other$39.4BNYSE·NL›
  • 6367.TDaikin Industries,Ltd.Cooling$37.6BJPX·JP›
  • LR.PALegrand S.A.Power$36.4BPAR·FR›
  • EQTEQT CorporationGas$34.2BNYSE·US›
  • 6723.TRenesas Electronics CorporationOther$33.6BJPX·JP›
  • PRY.MIPrysmian S.p.A.Grid$33.4BMIL·IT›
  • 6762.TTDK CorporationOther$31.8BJPX·JP›
  • 000651.SZGree Electric Appliances, Inc. of ZhuhaiCooling$31.2BSHZ·CN›
  • EMEEMCOR Group, Inc.Construction$29.1BNYSE·US›
  • ONON Semiconductor CorporationOther$28.5BNASDAQ·US›
  • CTRACoterra Energy Inc.Gas$24.7BNYSE·US›
  • HUBBHubbell IncorporatedGrid$23.6BNYSE·US›
  • ALFA.STAlfa Laval Corporate ABCooling$22.5BSTO·SE›
  • EXEExpand Energy CorporationGas$21.5BNASDAQ·US›
  • NVTnVent Electric plcCooling$20.7BNYSE·GB›
  • NRGNRG Energy, Inc.IPP$19.8BNYSE·US›
  • OVVOvintiv Inc.Gas$19.2BNYSE·US›
  • TOU.TOTourmaline Oil Corp.Gas$18.3BTSX·CA›
  • WRT1V.HEWärtsilä Oyj AbpGrid$18.1BHEL·FI›
  • 010120.KSLS ELECTRIC Co., Ltd.Grid$17.6BKSC·KR›
  • WCCWESCO International, Inc.Construction$15.8BNYSE·US›
  • TLNTalen Energy CorporationIPP$15.7BNASDAQ·US›
  • BHEL.NSBharat Heavy Electricals LimitedGrid$14.1BNSE·IN›
  • MTZMasTec, Inc.Construction$13.8BNYSE·US›
  • ARX.TOARC Resources Ltd.Gas$13.7BTSX·CA›
  • CGPOWER.NSCG Power and Industrial Solutions LimitedGrid$13.4BNSE·IN›
  • 600089.SSTBEA Co., Ltd.Grid$13.3BSHH·CN›
  • 298040.KSHyosung Heavy Industries CorporationGrid$13.2BKSC·KR›
  • LIILennox International Inc.Cooling$13.1BNYSE·US›
  • 267260.KSHD Hyundai Electric Co., Ltd.Grid$12.8BKSC·KR›
  • 6594.TNidec CorporationCooling$12.5BJPX·JP›
  • 6504.TFuji Electric Co., Ltd.Power$12.3BJPX·JP›
  • ARAntero Resources CorporationGas$12.0BNYSE·US›
  • RXL.PARexel S.A.Construction$11.2BPAR·FR›
  • GNRCGenerac Holdings Inc.Power$11.1BNYSE·US›
  • AESThe AES CorporationIPP$10.7BNYSE·US›
  • RRCRange Resources CorporationGas$10.2BNYSE·US›
  • IRENIREN LimitedDC Operator$10.1BNASDAQ·AU›
  • 6963.TROHM Co., Ltd.Other$9.2BJPX·JP›
  • LFUSLittelfuse, Inc.Other$8.9BNASDAQ·US›
  • IESCIES Holdings, Inc.Construction$8.9BNASDAQ·US›
  • AEISAdvanced Energy Industries, Inc.Other$8.7BNASDAQ·US›
  • BEPBrookfield Renewable Partners L.P.IPP$8.7BNYSE·BM›
  • VICRVicor CorporationOther$8.3BNASDAQ·US›
  • SPXCSPX Technologies, Inc.Cooling$8.0BNYSE·US›
  • HUTHut 8 Corp.DC Operator$7.9BNASDAQ·US›
  • MODModine Manufacturing CompanyCooling$7.2BNYSE·US›
  • CWENClearway Energy, Inc.IPP$6.5BNYSE·US›
  • ALGMAllegro MicroSystems, Inc.Other$5.9BNASDAQ·US›
  • APLDApplied Digital CorporationDC Operator$5.8BNASDAQ·US›
  • AAONAAON, Inc.Cooling$5.7BNASDAQ·US›
  • WULFTeraWulf Inc.DC Operator$5.6BNASDAQ·US›
  • 6415.TWSilergy Corp.Other$5.6BTAI·TW›
  • NEX.PANexans S.A.Grid$5.6BPAR·FR›
  • POWLPowell Industries, Inc.Grid$5.5BNASDAQ·US›
  • CNXCNX Resources CorporationGas$5.3BNYSE·US›
  • GLXYGalaxy DigitalDC Operator$5.1BNASDAQ·US›
  • 6845.TAzbil CorporationOther$4.8BJPX·JP›
  • CORZCore Scientific, Inc.DC Operator$4.2BNASDAQ·US›
  • ENPHEnphase Energy, Inc.Grid$4.1BNASDAQ·US›
  • CRKComstock Resources, Inc.Gas$4.1BNYSE·US›
  • BDCBelden Inc.Grid$4.0BNYSE·US›
  • MYRGMYR Group Inc.Construction$4.0BNASDAQ·US›
  • VSHVishay Intertechnology, Inc.Other$3.8BNYSE·US›
  • DIODDiodes IncorporatedOther$3.8BNASDAQ·US›
  • PEY.TOPeyto Exploration & Development Corp.Gas$3.7BTSX·CA›
  • CIFRCipher Mining Inc.DC Operator$3.5BNASDAQ·US›
  • VOLTAS.NSVoltas LimitedCooling$3.3BNSE·IN›
  • BLUESTARCO.NSBlue Star LimitedCooling$3.2BNSE·IN›
  • ATKRAtkore Inc.Grid$3.2BNYSE·US›
  • GPORGulfport Energy CorporationGas$2.8BNYSE·US›
  • POWIPower Integrations, Inc.Other$2.6BNASDAQ·US›
  • MTRS.STMunters Group AB (publ)Cooling$2.5BSTO·SE›
  • BELFBBel Fuse Inc.Other$2.5BNASDAQ·US›
  • NVTSNavitas Semiconductor CorporationOther$2.2BNASDAQ·IE›
  • SEDGSolarEdge Technologies, Inc.Grid$2.0BNASDAQ·US›
  • HPS-A.TOHammond Power Solutions Inc.Grid$1.9BTSX·CA›
  • BTDRBitdeer Technologies GroupDC Operator$1.7BNASDAQ·SG›
  • WOLFWolfspeed, Inc.Other$1.2BNYSE·US›
  • FLNCFluence Energy, Inc.Grid$1.1BNASDAQ·US›
  • AOSLAlpha and Omega Semiconductor LimitedOther$0.7BNASDAQ·US›
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