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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
63
Shown
All DC Infra
63
Power
10
IPP
5
Gas
8
Cooling
11
Grid
15
Construction
6
DC Operator
1
Other
7
Market cap
All caps
106
> $10B
63
> $100B
9
63 companies
Sorted by market cap
CAT
Caterpillar Inc.
Power
$323.6B
NYSE·US
›
GEV
GE Vernova Inc.
Grid
$220.4B
NYSE·US
›
SIE.DE
Siemens AG
Grid
$218.5B
XETRA·DE
›
6501.T
Hitachi, Ltd.
Grid
$158.2B
JPX·JP
›
ABBN.SW
ABB Ltd
Grid
$151.5B
SIX·CH
›
SU.PA
Schneider Electric S.E.
Power
$149.0B
PAR·FR
›
ETN
Eaton Corporation plc
Grid
$143.3B
NYSE·IE
›
2308.TW
Delta Electronics, Inc.
Power
$124.3B
TAI·TW
›
ENR.DE
Siemens Energy AG
Grid
$116.6B
XETRA·DE
›
TT
Trane Technologies plc
Cooling
$98.7B
NYSE·IE
›
000333.SZ
Midea Group Co., Ltd.
Cooling
$97.8B
SHZ·CN
›
CEG
Constellation Energy Corporation
IPP
$90.4B
NASDAQ·US
›
JCI
Johnson Controls International plc
Cooling
$86.6B
NYSE·IE
›
PWR
Quanta Services, Inc.
Construction
$83.1B
NYSE·US
›
7011.T
Mitsubishi Heavy Industries, Ltd.
Cooling
$77.3B
JPX·JP
›
VRT
Vertiv Holdings Co
Power
$75.3B
NYSE·US
›
IFX.DE
Infineon Technologies AG
Other
$72.8B
XETRA·DE
›
6981.T
Murata Manufacturing Co., Ltd.
Other
$72.7B
JPX·JP
›
CMI
Cummins Inc.
Power
$71.5B
NYSE·US
›
BE
Bloom Energy Corporation
Power
$64.1B
NYSE·US
›
6503.T
Mitsubishi Electric Corporation
Power
$62.1B
JPX·JP
›
MPWR
Monolithic Power Systems, Inc.
Other
$57.4B
NASDAQ·US
›
VST
Vistra Corp.
IPP
$47.3B
NYSE·US
›
CARR
Carrier Global Corporation
Cooling
$46.6B
NYSE·US
›
FIX
Comfort Systems USA, Inc.
Construction
$45.0B
NYSE·US
›
STM
STMicroelectronics N.V.
Other
$39.4B
NYSE·NL
›
6367.T
Daikin Industries,Ltd.
Cooling
$37.5B
JPX·JP
›
LR.PA
Legrand S.A.
Power
$36.3B
PAR·FR
›
EQT
EQT Corporation
Gas
$34.2B
NYSE·US
›
PRY.MI
Prysmian S.p.A.
Grid
$33.6B
MIL·IT
›
6723.T
Renesas Electronics Corporation
Other
$33.6B
JPX·JP
›
6762.T
TDK Corporation
Other
$31.7B
JPX·JP
›
000651.SZ
Gree Electric Appliances, Inc. of Zhuhai
Cooling
$31.2B
SHZ·CN
›
EME
EMCOR Group, Inc.
Construction
$29.1B
NYSE·US
›
ON
ON Semiconductor Corporation
Other
$28.5B
NASDAQ·US
›
CTRA
Coterra Energy Inc.
Gas
$24.7B
NYSE·US
›
HUBB
Hubbell Incorporated
Grid
$23.6B
NYSE·US
›
ALFA.ST
Alfa Laval Corporate AB
Cooling
$22.6B
STO·SE
›
EXE
Expand Energy Corporation
Gas
$21.5B
NASDAQ·US
›
NVT
nVent Electric plc
Cooling
$20.7B
NYSE·GB
›
NRG
NRG Energy, Inc.
IPP
$19.8B
NYSE·US
›
OVV
Ovintiv Inc.
Gas
$19.2B
NYSE·US
›
TOU.TO
Tourmaline Oil Corp.
Gas
$18.3B
TSX·CA
›
WRT1V.HE
Wärtsilä Oyj Abp
Grid
$18.0B
HEL·FI
›
010120.KS
LS ELECTRIC Co., Ltd.
Grid
$17.6B
KSC·KR
›
WCC
WESCO International, Inc.
Construction
$15.8B
NYSE·US
›
TLN
Talen Energy Corporation
IPP
$15.7B
NASDAQ·US
›
BHEL.NS
Bharat Heavy Electricals Limited
Grid
$14.0B
NSE·IN
›
MTZ
MasTec, Inc.
Construction
$13.8B
NYSE·US
›
ARX.TO
ARC Resources Ltd.
Gas
$13.7B
TSX·CA
›
600089.SS
TBEA Co., Ltd.
Grid
$13.3B
SHH·CN
›
298040.KS
Hyosung Heavy Industries Corporation
Grid
$13.2B
KSC·KR
›
CGPOWER.NS
CG Power and Industrial Solutions Limited
Grid
$13.1B
NSE·IN
›
LII
Lennox International Inc.
Cooling
$13.1B
NYSE·US
›
267260.KS
HD Hyundai Electric Co., Ltd.
Grid
$12.7B
KSC·KR
›
6594.T
Nidec Corporation
Cooling
$12.4B
JPX·JP
›
6504.T
Fuji Electric Co., Ltd.
Power
$12.2B
JPX·JP
›
AR
Antero Resources Corporation
Gas
$12.0B
NYSE·US
›
GNRC
Generac Holdings Inc.
Power
$11.1B
NYSE·US
›
RXL.PA
Rexel S.A.
Construction
$11.0B
PAR·FR
›
AES
The AES Corporation
IPP
$10.7B
NYSE·US
›
RRC
Range Resources Corporation
Gas
$10.2B
NYSE·US
›
IREN
IREN Limited
DC Operator
$10.1B
NASDAQ·AU
›
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