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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
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Industry

DC Infra & Power

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

106Companies8Segments62Shown
All DC Infra62Power10IPP5Gas8Cooling11Grid15Construction6DC Operator0Other7
Market capAll caps106> $10B62> $100B9
62 companiesSorted by market cap
  • CATCaterpillar Inc.Power$315.8BNYSE·US›
  • SIE.DESiemens AGGrid$219.3BXETRA·DE›
  • GEVGE Vernova Inc.Grid$217.1BNYSE·US›
  • 6501.THitachi, Ltd.Grid$158.6BJPX·JP›
  • ABBN.SWABB LtdGrid$148.7BSIX·CH›
  • SU.PASchneider Electric S.E.Power$146.2BPAR·FR›
  • ETNEaton Corporation plcGrid$142.2BNYSE·IE›
  • 2308.TWDelta Electronics, Inc.Power$124.4BTAI·TW›
  • ENR.DESiemens Energy AGGrid$113.1BXETRA·DE›
  • 000333.SZMidea Group Co., Ltd.Cooling$97.9BSHZ·CN›
  • TTTrane Technologies plcCooling$97.9BNYSE·IE›
  • CEGConstellation Energy CorporationIPP$89.8BNASDAQ·US›
  • JCIJohnson Controls International plcCooling$87.2BNYSE·IE›
  • PWRQuanta Services, Inc.Construction$82.2BNYSE·US›
  • 7011.TMitsubishi Heavy Industries, Ltd.Cooling$77.4BJPX·JP›
  • VRTVertiv Holdings CoPower$74.8BNYSE·US›
  • 6981.TMurata Manufacturing Co., Ltd.Other$72.8BJPX·JP›
  • CMICummins Inc.Power$71.2BNYSE·US›
  • IFX.DEInfineon Technologies AGOther$71.0BXETRA·DE›
  • 6503.TMitsubishi Electric CorporationPower$62.2BJPX·JP›
  • BEBloom Energy CorporationPower$56.9BNYSE·US›
  • MPWRMonolithic Power Systems, Inc.Other$56.0BNASDAQ·US›
  • VSTVistra Corp.IPP$47.0BNYSE·US›
  • CARRCarrier Global CorporationCooling$46.4BNYSE·US›
  • FIXComfort Systems USA, Inc.Construction$40.9BNYSE·US›
  • STMSTMicroelectronics N.V.Other$39.3BNYSE·NL›
  • 6367.TDaikin Industries,Ltd.Cooling$37.6BJPX·JP›
  • LR.PALegrand S.A.Power$36.5BPAR·FR›
  • EQTEQT CorporationGas$34.8BNYSE·US›
  • 6723.TRenesas Electronics CorporationOther$33.6BJPX·JP›
  • PRY.MIPrysmian S.p.A.Grid$33.2BMIL·IT›
  • 6762.TTDK CorporationOther$31.8BJPX·JP›
  • 000651.SZGree Electric Appliances, Inc. of ZhuhaiCooling$31.2BSHZ·CN›
  • EMEEMCOR Group, Inc.Construction$28.6BNYSE·US›
  • ONON Semiconductor CorporationOther$28.1BNASDAQ·US›
  • CTRACoterra Energy Inc.Gas$24.7BNYSE·US›
  • HUBBHubbell IncorporatedGrid$23.7BNYSE·US›
  • ALFA.STAlfa Laval Corporate ABCooling$22.5BSTO·SE›
  • EXEExpand Energy CorporationGas$21.6BNASDAQ·US›
  • NVTnVent Electric plcCooling$20.3BNYSE·GB›
  • OVVOvintiv Inc.Gas$20.0BNYSE·US›
  • NRGNRG Energy, Inc.IPP$19.4BNYSE·US›
  • TOU.TOTourmaline Oil Corp.Gas$18.5BTSX·CA›
  • WRT1V.HEWärtsilä Oyj AbpGrid$18.0BHEL·FI›
  • 010120.KSLS ELECTRIC Co., Ltd.Grid$17.6BKSC·KR›
  • TLNTalen Energy CorporationIPP$15.5BNASDAQ·US›
  • WCCWESCO International, Inc.Construction$15.5BNYSE·US›
  • BHEL.NSBharat Heavy Electricals LimitedGrid$14.2BNSE·IN›
  • MTZMasTec, Inc.Construction$13.7BNYSE·US›
  • ARX.TOARC Resources Ltd.Gas$13.7BTSX·CA›
  • CGPOWER.NSCG Power and Industrial Solutions LimitedGrid$13.5BNSE·IN›
  • 600089.SSTBEA Co., Ltd.Grid$13.3BSHH·CN›
  • 298040.KSHyosung Heavy Industries CorporationGrid$13.2BKSC·KR›
  • LIILennox International Inc.Cooling$13.0BNYSE·US›
  • 267260.KSHD Hyundai Electric Co., Ltd.Grid$12.8BKSC·KR›
  • 6594.TNidec CorporationCooling$12.5BJPX·JP›
  • ARAntero Resources CorporationGas$12.3BNYSE·US›
  • 6504.TFuji Electric Co., Ltd.Power$12.3BJPX·JP›
  • RXL.PARexel S.A.Construction$11.3BPAR·FR›
  • GNRCGenerac Holdings Inc.Power$11.0BNYSE·US›
  • AESThe AES CorporationIPP$10.7BNYSE·US›
  • RRCRange Resources CorporationGas$10.6BNYSE·US›
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