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16
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22
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59
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48
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70
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106
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Industry
DC Infra & Power
Power generation, grid, electrical, cooling, and data center infrastructure tied to AI deployment.
106
Companies
8
Segments
14
Shown
All DC Infra
14
Power
4
IPP
0
Gas
0
Cooling
1
Grid
6
Construction
1
DC Operator
0
Other
2
Market cap
All caps
106
> $10B
78
> $100B
14
14 companies
Sorted by market cap
CAT
Caterpillar Inc.
Power
$454.1B
NYSE·US
›
GEV
GE Vernova Inc.
Grid
$298.2B
NYSE·US
›
SIE.DE
Siemens AG
Grid
$240.3B
XETRA·DE
›
ABBN.SW
ABB Ltd
Grid
$196.0B
SIX·CH
›
SU.PA
Schneider Electric S.E.
Power
$186.6B
PAR·FR
›
2308.TW
Delta Electronics, Inc.
Power
$176.3B
TAI·TW
›
ENR.DE
Siemens Energy AG
Grid
$165.8B
XETRA·DE
›
ETN
Eaton Corporation plc
Grid
$163.8B
NYSE·IE
›
6501.T
Hitachi, Ltd.
Grid
$132.9B
JPX·JP
›
6981.T
Murata Manufacturing Co., Ltd.
Other
$132.6B
JPX·JP
›
VRT
Vertiv Holdings Co
Power
$127.9B
NYSE·US
›
IFX.DE
Infineon Technologies AG
Other
$122.5B
XETRA·DE
›
TT
Trane Technologies plc
Cooling
$106.9B
NYSE·IE
›
PWR
Quanta Services, Inc.
Construction
$105.4B
NYSE·US
›
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