DC Infra & Power
Power generation, grid, electrical, cooling, and data center infrastructure tied to AI deployment.
Mapped companies
84
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Company Universe
DC Infra names above $1B
84 shown, sorted by approximate USD market cap
CAT
Caterpillar Inc.
Backup generator and power-system exposure for large data center campuses.
Market cap
$386.6B
GEV
GE Vernova Inc.
Grid modernization and power supply beneficiary from AI data center load growth.
Market cap
$308.8B
SIE.DE
Siemens AG
Electrical distribution, automation, and building-control layer for AI data center deployments.
Market cap
$217.3B
ENR.DE
Siemens Energy AG
Grid and power-generation equipment exposure to rising AI data center electricity demand.
Market cap
$188.1B
SU.PA
Schneider Electric S.E.
Core electrical, UPS, cooling, and power-management vendor for AI data center buildouts.
Market cap
$181.8B
ABBN.SW
ABB Ltd
Electrical and grid infrastructure supplier for high-density data center power systems.
Market cap
$180.1B
2308.TW
Delta Electronics, Inc.
AI data center power conversion, UPS, and thermal management exposure.
Market cap
$171.1B
ETN
Eaton Corporation plc
Major power-chain supplier for AI data centers and grid-connected critical infrastructure.
Market cap
$164.5B
6501.T
Hitachi, Ltd.
Grid equipment, transformers, and electrification exposure from AI data center load growth.
Market cap
$147.6B
VRT
Vertiv Holdings Co
Direct supplier of power and cooling infrastructure for AI data centers.
Market cap
$124.2B
TT
Trane Technologies plc
Data center cooling and thermal-management supplier for AI infrastructure.
Market cap
$107.7B
7011.T
Mitsubishi Heavy Industries, Ltd.
Power generation and cooling-system exposure tied to data center energy and thermal needs.
Market cap
$99.9B
PWR
Quanta Services, Inc.
Grid and power-delivery buildout exposure driven by AI data center electricity demand.
Market cap
$93.5B
CMI
Cummins Inc.
Generator and power-system supplier for data center backup and standby power.
Market cap
$91.3B
000333.SZ
Midea Group Co., Ltd.
Cooling and building-systems exposure for data center thermal infrastructure.
Market cap
$88.6B
JCI
Johnson Controls International plc
Data center chiller, cooling, and building-management exposure for AI facilities.
Market cap
$86.9B
IFX.DE
Infineon Technologies AG
Power semiconductor exposure for efficient server, UPS, grid, and data center power conversion.
Market cap
$82.6B
MPWR
Monolithic Power Systems, Inc.
Power delivery silicon for AI servers and accelerators.
Market cap
$80.2B
6503.T
Mitsubishi Electric Corporation
Power, cooling, and automation infrastructure exposure for data centers and grid capacity.
Market cap
$77.0B
FIX
Comfort Systems USA, Inc.
Installer and integrator of cooling, mechanical, and electrical systems for AI data centers.
Market cap
$60.6B
6981.T
Murata Manufacturing Co., Ltd.
Power and passive component exposure for server, networking, and data center electronics.
Market cap
$56.4B
BE
Bloom Energy Corporation
On-site and resilient power generation option for AI data centers.
Market cap
$55.6B
CARR
Carrier Global Corporation
Chiller, HVAC, and building systems exposure to AI data center thermal demand.
Market cap
$51.0B
LR.PA
Legrand S.A.
Data center electrical distribution and rack power infrastructure supplier.
Market cap
$46.8B
STM
STMicroelectronics N.V.
Power semiconductor and SiC exposure for data center power conversion and infrastructure electronics.
Market cap
$44.9B
PRY.MI
Prysmian S.p.A.
Power and connectivity cable supplier for data centers and grid expansion.
Market cap
$42.8B
6367.T
Daikin Industries,Ltd.
Large-scale cooling and chiller supplier relevant to data center thermal infrastructure.
Market cap
$39.6B
EME
EMCOR Group, Inc.
Electrical and mechanical contractor for AI data center construction and fit-out.
Market cap
$38.9B
ON
ON Semiconductor Corporation
Power semiconductor exposure for efficient data center power systems and electrification.
Market cap
$38.7B
6723.T
Renesas Electronics Corporation
Power-management and control silicon exposure for servers, power supplies, and infrastructure electronics.
Market cap
$35.7B
6762.T
TDK Corporation
Power supply and component exposure for data center electrical and electronics infrastructure.
Market cap
$32.0B
267260.KS
HD Hyundai Electric Co., Ltd.
Transformer and switchgear supplier for grid and data center power capacity expansion.
Market cap
$30.4B
000651.SZ
Gree Electric Appliances, Inc. of Zhuhai
Large-scale cooling equipment exposure for data center and commercial thermal loads.
Market cap
$30.0B
MTZ
MasTec, Inc.
Power-delivery and infrastructure contractor exposed to data center electrification.
Market cap
$29.7B
HUBB
Hubbell Incorporated
Electrical distribution and utility equipment exposure tied to data center electrification.
Market cap
$29.4B
WRT1V.HE
Wärtsilä Oyj Abp
Distributed generation and storage exposure for resilient data center power architectures.
Market cap
$26.6B
ALFA.ST
Alfa Laval Corporate AB
Heat-exchanger and fluid-cooling exposure for liquid-cooled AI infrastructure.
Market cap
$24.1B
NVT
nVent Electric plc
Rack, enclosure, power, and liquid-cooling infrastructure supplier for AI data centers.
Market cap
$23.0B
010120.KS
LS ELECTRIC Co., Ltd.
Electrical distribution, switchgear, and automation supplier for data center and grid infrastructure.
Market cap
$22.8B
298040.KS
Hyosung Heavy Industries Corporation
Transformer and power equipment exposure for grid-connected AI data center growth.
Market cap
$22.4B
600089.SS
TBEA Co., Ltd.
Transformer, transmission, and cable exposure for grid capacity supporting AI data centers.
Market cap
$19.8B
6594.T
Nidec Corporation
Fans, motors, and power electronics exposure around data center cooling and electrical systems.
Market cap
$17.7B
LII
Lennox International Inc.
Commercial cooling exposure applicable to data center thermal management.
Market cap
$17.1B
IREN
IREN Limited
Public AI compute hosting pivot with powered data center assets and customer-facing GPU cloud capacity.
Market cap
$16.8B
WCC
WESCO International, Inc.
Channel and supply-chain layer for data center electrical, communications, and utility equipment.
Market cap
$15.4B
AEIS
Advanced Energy Industries, Inc.
Power conversion equipment exposure for data center and semiconductor infrastructure.
Market cap
$14.7B
CGPOWER.NS
CG Power and Industrial Solutions Limited
Transformer and electrical equipment exposure to grid and data center electrification.
Market cap
$13.8B
MOD
Modine Manufacturing Company
Direct liquid and air cooling exposure for high-density AI data center thermal loads.
Market cap
$13.3B
GNRC
Generac Holdings Inc.
Backup and distributed power equipment exposure for critical data center resilience.
Market cap
$13.0B
BHEL.NS
Bharat Heavy Electricals Limited
Grid and power-generation equipment exposure to rising data center electricity demand.
Market cap
$12.5B
VICR
Vicor Corporation
Direct AI server power delivery and high-density power module supplier.
Market cap
$12.3B
RXL.PA
Rexel S.A.
Distribution channel exposure to data center electrical equipment and electrification demand.
Market cap
$12.1B
IESC
IES Holdings, Inc.
Electrical contracting and infrastructure services exposure for AI data centers.
Market cap
$12.0B
6504.T
Fuji Electric Co., Ltd.
UPS and power-electronics supplier for resilient data center electrical infrastructure.
Market cap
$11.3B
SPXC
SPX Technologies, Inc.
Cooling and engineered thermal equipment exposure for data center infrastructure.
Market cap
$11.2B
LFUS
Littelfuse, Inc.
Protection and power semiconductor exposure for electrical and data center infrastructure.
Market cap
$10.2B
APLD
Applied Digital Corporation
AI/HPC hosting and cloud infrastructure provider with large-scale data center capacity marketed to AI customers.
Market cap
$10.0B
POWL
Powell Industries, Inc.
Switchgear and electrical room equipment exposure for high-power data center campuses.
Market cap
$9.2B
6963.T
ROHM Co., Ltd.
Power semiconductor exposure for high-efficiency data center and grid power conversion.
Market cap
$9.1B
WULF
TeraWulf Inc.
Public AI compute hosting pivot with contracted and planned high-density data center capacity for AI workloads.
Market cap
$8.7B
HUT
Hut 8 Corp.
Public AI infrastructure pivot using powered sites and hosting capacity for AI and high-performance compute customers.
Market cap
$8.5B
ALGM
Allegro MicroSystems, Inc.
Power sensing and control silicon exposure for infrastructure power conversion and cooling systems.
Market cap
$8.2B
AAON
AAON, Inc.
Cooling equipment exposure for commercial and data center thermal loads.
Market cap
$8.2B
CIFR
Cipher Mining Inc.
Public AI compute hosting pivot with powered campus assets and hyperscale-style AI infrastructure demand.
Market cap
$7.4B
NEX.PA
Nexans S.A.
Power cable and grid infrastructure exposure supporting data center electrification.
Market cap
$7.0B
CORZ
Core Scientific, Inc.
AI compute hosting provider with large CoreWeave HPC contracts and a failed acquisition that leaves CORZ separately public.
Market cap
$6.6B
6415.TW
Silergy Corp.
Power conversion and management silicon for compute systems.
Market cap
$5.4B
MYRG
MYR Group Inc.
Power delivery and electrical contracting exposure tied to grid and data center buildouts.
Market cap
$5.3B
BDC
Belden Inc.
Cabling and connectivity layer supporting high-density data center electrical and network infrastructure.
Market cap
$5.2B
VOLTAS.NS
Voltas Limited
Cooling and HVAC exposure for Indian data center and commercial infrastructure buildouts.
Market cap
$5.1B
DIOD
Diodes Incorporated
Power discrete and management components used in server and infrastructure electronics.
Market cap
$4.8B
6845.T
Azbil Corporation
Controls and building-management exposure for data center cooling and energy efficiency.
Market cap
$4.5B
POWI
Power Integrations, Inc.
Power conversion exposure around electrified infrastructure.
Market cap
$4.1B
NVTS
Navitas Semiconductor Corporation
Power conversion silicon for high-density power systems.
Market cap
$4.0B
BLUESTARCO.NS
Blue Star Limited
India-listed data center cooling and HVAC infrastructure supplier.
Market cap
$4.0B
MTRS.ST
Munters Group AB (publ)
Direct data center air handling and cooling exposure for AI facilities.
Market cap
$3.9B
VSH
Vishay Intertechnology, Inc.
Power discrete and passive component exposure for data center power electronics.
Market cap
$3.8B
BELFB
Bel Fuse Inc.
Power supplies and components exposure for server and data center infrastructure.
Market cap
$3.5B
ATKR
Atkore Inc.
Electrical pathway and cable-management infrastructure supplier for data center builds.
Market cap
$2.5B
BTDR
Bitdeer Technologies Group
Smaller public AI cloud and hosting pivot with data center capacity adjacent to bitcoin mining operations.
Market cap
$2.5B
FLNC
Fluence Energy, Inc.
Battery storage and grid flexibility exposure for data center power reliability and capacity.
Market cap
$2.5B
HPS-A.TO
Hammond Power Solutions Inc.
Transformer supplier for data center electrical rooms and grid-connected power distribution.
Market cap
$2.4B
WOLF
Wolfspeed, Inc.
SiC power semiconductor exposure for electrification and efficient data center power architectures.
Market cap
$1.4B
AOSL
Alpha and Omega Semiconductor Limited
Power management exposure around compute and infrastructure systems.
Market cap
$1.3B