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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.

106Companies8Segments63Shown
All DC Infra63Power10IPP5Gas8Cooling11Grid15Construction6DC Operator1Other7
Market capAll caps106> $10B63> $100B9
63 companiesSorted by market cap
  • CATCaterpillar Inc.Power$323.6BNYSE·US›
  • GEVGE Vernova Inc.Grid$220.4BNYSE·US›
  • SIE.DESiemens AGGrid$218.5BXETRA·DE›
  • 6501.THitachi, Ltd.Grid$158.2BJPX·JP›
  • ABBN.SWABB LtdGrid$151.5BSIX·CH›
  • SU.PASchneider Electric S.E.Power$149.0BPAR·FR›
  • ETNEaton Corporation plcGrid$143.3BNYSE·IE›
  • 2308.TWDelta Electronics, Inc.Power$124.3BTAI·TW›
  • ENR.DESiemens Energy AGGrid$116.6BXETRA·DE›
  • TTTrane Technologies plcCooling$98.7BNYSE·IE›
  • 000333.SZMidea Group Co., Ltd.Cooling$97.8BSHZ·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$77.3BJPX·JP›
  • VRTVertiv Holdings CoPower$75.3BNYSE·US›
  • IFX.DEInfineon Technologies AGOther$72.8BXETRA·DE›
  • 6981.TMurata Manufacturing Co., Ltd.Other$72.7BJPX·JP›
  • CMICummins Inc.Power$71.5BNYSE·US›
  • BEBloom Energy CorporationPower$64.1BNYSE·US›
  • 6503.TMitsubishi Electric CorporationPower$62.1BJPX·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$37.5BJPX·JP›
  • LR.PALegrand S.A.Power$36.3BPAR·FR›
  • EQTEQT CorporationGas$34.2BNYSE·US›
  • PRY.MIPrysmian S.p.A.Grid$33.6BMIL·IT›
  • 6723.TRenesas Electronics CorporationOther$33.6BJPX·JP›
  • 6762.TTDK CorporationOther$31.7BJPX·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$22.6BSTO·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$18.0BHEL·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$14.0BNSE·IN›
  • MTZMasTec, Inc.Construction$13.8BNYSE·US›
  • ARX.TOARC Resources Ltd.Gas$13.7BTSX·CA›
  • 600089.SSTBEA Co., Ltd.Grid$13.3BSHH·CN›
  • 298040.KSHyosung Heavy Industries CorporationGrid$13.2BKSC·KR›
  • CGPOWER.NSCG Power and Industrial Solutions LimitedGrid$13.1BNSE·IN›
  • LIILennox International Inc.Cooling$13.1BNYSE·US›
  • 267260.KSHD Hyundai Electric Co., Ltd.Grid$12.7BKSC·KR›
  • 6594.TNidec CorporationCooling$12.4BJPX·JP›
  • 6504.TFuji Electric Co., Ltd.Power$12.2BJPX·JP›
  • ARAntero Resources CorporationGas$12.0BNYSE·US›
  • GNRCGenerac Holdings Inc.Power$11.1BNYSE·US›
  • RXL.PARexel S.A.Construction$11.0BPAR·FR›
  • AESThe AES CorporationIPP$10.7BNYSE·US›
  • RRCRange Resources CorporationGas$10.2BNYSE·US›
  • IRENIREN LimitedDC Operator$10.1BNASDAQ·AU›
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