Sector
Energy Infrastructure
Power generation and grid infrastructure for AI compute
COMPANIES
8
AVG CHANGE
n/a
Why it matters
AI data centers need large amounts of dependable electricity, creating opportunities and constraints across generation, transmission, grid equipment, and construction.
Energy Infrastructure · 8 companies
View all →V
VSTUS
Vistra
Nuclear + natural gas power for data centers
price n/a
CE
CEGUS
Constellation Energy
Largest US nuclear fleet, Microsoft deal
price n/a
NE
NRGUS
NRG Energy
Power generation for hyperscale compute
price n/a
E
ETRUS
Entergy
Nuclear power and grid infrastructure
price n/a
FS
FSLRUS
First Solar
Utility-scale solar for data centers
price n/a
GV
GEVUS
GE Vernova
Gas turbines and grid equipment
price n/a
QS
PWRUS
Quanta Services
Grid construction and electrical infrastructure
price n/a
EE
EMRUS
Emerson Electric
Power management and automation
price n/a
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