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  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
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  • 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.

106Companies8Segments69Shown
All DC Infra69Power10IPP6Gas7Cooling13Grid15Construction7DC Operator1Other10
Market capAll caps106> $10B69> $100B9
69 companiesSorted by market cap
  • CATCaterpillar Inc.Power$374.9BNYSE·US›
  • GEVGE Vernova Inc.Grid$253.7BNYSE·US›
  • SIE.DESiemens AGGrid$250.0BXETRA·DE›
  • SU.PASchneider Electric S.E.Power$195.7BPAR·FR›
  • ABBN.SWABB LtdGrid$181.7BSIX·CH›
  • ETNEaton Corporation plcGrid$163.8BNYSE·IE›
  • ENR.DESiemens Energy AGGrid$152.9BXETRA·DE›
  • 6501.THitachi, Ltd.Grid$146.6BJPX·JP›
  • 2308.TWDelta Electronics, Inc.Power$142.8BTAI·TW›
  • TTTrane Technologies plcCooling$100.0BNYSE·IE›
  • VRTVertiv Holdings CoPower$99.3BNYSE·US›
  • CEGConstellation Energy CorporationIPP$98.7BNASDAQ·US›
  • PWRQuanta Services, Inc.Construction$96.1BNYSE·US›
  • 000333.SZMidea Group Co., Ltd.Cooling$95.6BSHZ·CN›
  • JCIJohnson Controls International plcCooling$87.1BNYSE·IE›
  • IFX.DEInfineon Technologies AGOther$84.8BXETRA·DE›
  • 7011.TMitsubishi Heavy Industries, Ltd.Cooling$83.1BJPX·JP›
  • CMICummins Inc.Power$81.6BNYSE·US›
  • 6981.TMurata Manufacturing Co., Ltd.Other$81.2BJPX·JP›
  • 6503.TMitsubishi Electric CorporationPower$72.1BJPX·JP›
  • MPWRMonolithic Power Systems, Inc.Other$64.3BNASDAQ·US›
  • BEBloom Energy CorporationPower$58.1BNYSE·US›
  • FIXComfort Systems USA, Inc.Construction$57.8BNYSE·US›
  • CARRCarrier Global CorporationCooling$50.1BNYSE·US›
  • VSTVistra Corp.IPP$46.3BNYSE·US›
  • STMSTMicroelectronics N.V.Other$44.8BNYSE·NL›
  • PRY.MIPrysmian S.p.A.Grid$42.3BMIL·IT›
  • LR.PALegrand S.A.Power$41.4BPAR·FR›
  • 6723.TRenesas Electronics CorporationOther$39.2BJPX·JP›
  • 6762.TTDK CorporationOther$36.3BJPX·JP›
  • 6367.TDaikin Industries,Ltd.Cooling$36.2BJPX·JP›
  • EMEEMCOR Group, Inc.Construction$34.3BNYSE·US›
  • 000651.SZGree Electric Appliances, Inc. of ZhuhaiCooling$34.1BSHZ·CN›
  • EQTEQT CorporationGas$33.7BNYSE·US›
  • ONON Semiconductor CorporationOther$29.0BNASDAQ·US›
  • HUBBHubbell IncorporatedGrid$25.0BNYSE·US›
  • CTRACoterra Energy Inc.Gas$24.7BNYSE·US›
  • NVTnVent Electric plcCooling$24.7BNYSE·GB›
  • ALFA.STAlfa Laval Corporate ABCooling$24.5BSTO·SE›
  • NRGNRG Energy, Inc.IPP$24.2BNYSE·US›
  • EXEExpand Energy CorporationGas$22.3BNASDAQ·US›
  • MTZMasTec, Inc.Construction$21.2BNYSE·US›
  • WRT1V.HEWärtsilä Oyj AbpGrid$20.3BHEL·FI›
  • 010120.KSLS ELECTRIC Co., Ltd.Grid$20.1BKSC·KR›
  • 6594.TNidec CorporationCooling$18.9BJPX·JP›
  • 267260.KSHD Hyundai Electric Co., Ltd.Grid$18.6BKSC·KR›
  • OVVOvintiv Inc.Gas$18.4BNYSE·US›
  • 298040.KSHyosung Heavy Industries CorporationGrid$18.3BKSC·KR›
  • TOU.TOTourmaline Oil Corp.Gas$17.4BTSX·CA›
  • WCCWESCO International, Inc.Construction$16.8BNYSE·US›
  • BHEL.NSBharat Heavy Electricals LimitedGrid$15.0BNSE·IN›
  • 600089.SSTBEA Co., Ltd.Grid$15.0BSHH·CN›
  • IRENIREN LimitedDC Operator$14.8BNASDAQ·AU›
  • TLNTalen Energy CorporationIPP$14.4BNASDAQ·US›
  • CGPOWER.NSCG Power and Industrial Solutions LimitedGrid$14.3BNSE·IN›
  • LIILennox International Inc.Cooling$14.1BNYSE·US›
  • ARX.TOARC Resources Ltd.Gas$13.9BTSX·CA›
  • IESCIES Holdings, Inc.Construction$13.1BNASDAQ·US›
  • 6504.TFuji Electric Co., Ltd.Power$12.8BJPX·JP›
  • RXL.PARexel S.A.Construction$12.3BPAR·FR›
  • GNRCGenerac Holdings Inc.Power$12.1BNYSE·US›
  • ARAntero Resources CorporationGas$11.6BNYSE·US›
  • 6963.TROHM Co., Ltd.Other$11.4BJPX·JP›
  • AEISAdvanced Energy Industries, Inc.Other$11.4BNASDAQ·US›
  • AESThe AES CorporationIPP$10.5BNYSE·US›
  • LFUSLittelfuse, Inc.Other$10.4BNASDAQ·US›
  • MODModine Manufacturing CompanyCooling$10.4BNYSE·US›
  • SPXCSPX Technologies, Inc.Cooling$10.2BNYSE·US›
  • BEPBrookfield Renewable Partners L.P.IPP$10.1BNYSE·BM›
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