Atlasresearch

Workspace

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
Agent APISubscribe
Sign in
Pokedex
Atlasresearch

Workspace

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
Agent APISubscribe
Sign in
Pokedex/DC Infra
Search/
Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
Search/
Industry

DC Infra & Power

Power generation, grid, electrical, cooling, and data center infrastructure tied to AI deployment.

106Companies8Segments
All DC Infra106Power10IPP7Gas12Cooling17Grid23Construction8DC Operator8Other21
Market capAll caps106> $10B64> $100B10
106 companiesSorted by market cap
  • CATCaterpillar Inc.Power$297.6BNYSE·US›
  • GEVGE Vernova Inc.Grid$236.5BNYSE·US›
  • SIE.DESiemens AGGrid$227.1BXETRA·DE›
  • SU.PASchneider Electric S.E.Power$157.9BPAR·FR›
  • ABBN.SWABB LtdGrid$156.8BSIX·CH›
  • ETNEaton Corporation plcGrid$152.9BNYSE·IE›
  • 6501.THitachi, Ltd.Grid$144.5BJPX·JP›
  • ENR.DESiemens Energy AGGrid$121.6BXETRA·DE›
  • 2308.TWDelta Electronics, Inc.Power$106.4BTAI·TW›
  • 000333.SZMidea Group Co., Ltd.Cooling$102.2BSHZ·CN›
  • JCIJohnson Controls International plcCooling$95.9BNYSE·IE›
  • PWRQuanta Services, Inc.Construction$95.5BNYSE·US›
  • TTTrane Technologies plcCooling$94.8BNYSE·IE›
  • VRTVertiv Holdings CoPower$94.7BNYSE·US›
  • CEGConstellation Energy CorporationIPP$93.7BNASDAQ·US›
  • IFX.DEInfineon Technologies AGOther$74.8BXETRA·DE›
  • 6981.TMurata Manufacturing Co., Ltd.Other$73.7BJPX·JP›
  • 7011.TMitsubishi Heavy Industries, Ltd.Cooling$73.0BJPX·JP›
  • CMICummins Inc.Power$71.3BNYSE·US›
  • BEBloom Energy CorporationPower$65.7BNYSE·US›
  • 6503.TMitsubishi Electric CorporationPower$60.4BJPX·JP›
  • MPWRMonolithic Power Systems, Inc.Other$58.9BNASDAQ·US›
  • VSTVistra Corp.IPP$47.3BNYSE·US›
  • FIXComfort Systems USA, Inc.Construction$46.7BNYSE·US›
  • CARRCarrier Global CorporationCooling$45.8BNYSE·US›
  • STMSTMicroelectronics N.V.Other$44.6BNYSE·NL›
  • LR.PALegrand S.A.Power$38.3BPAR·FR›
  • 6367.TDaikin Industries,Ltd.Cooling$37.3BJPX·JP›
  • PRY.MIPrysmian S.p.A.Grid$36.4BMIL·IT›
  • EQTEQT CorporationGas$34.1BNYSE·US›
  • 6723.TRenesas Electronics CorporationOther$33.3BJPX·JP›
  • 000651.SZGree Electric Appliances, Inc. of ZhuhaiCooling$32.3BSHZ·CN›
  • 6762.TTDK CorporationOther$31.1BJPX·JP›
  • EMEEMCOR Group, Inc.Construction$30.4BNYSE·US›
  • ONON Semiconductor CorporationOther$29.3BNASDAQ·US›
  • CTRACoterra Energy Inc.Gas$24.7BNYSE·US›
  • HUBBHubbell IncorporatedGrid$23.2BNYSE·US›
  • ALFA.STAlfa Laval Corporate ABCooling$23.0BSTO·SE›
  • NVTnVent Electric plcCooling$22.4BNYSE·GB›
  • EXEExpand Energy CorporationGas$20.9BNASDAQ·US›
  • NRGNRG Energy, Inc.IPP$20.5BNYSE·US›
  • OVVOvintiv Inc.Gas$19.8BNYSE·US›
  • TOU.TOTourmaline Oil Corp.Gas$18.9BTSX·CA›
  • WCCWESCO International, Inc.Construction$17.9BNYSE·US›
  • WRT1V.HEWärtsilä Oyj AbpGrid$16.8BHEL·FI›
  • 010120.KSLS ELECTRIC Co., Ltd.Grid$16.7BKSC·KR›
  • TLNTalen Energy CorporationIPP$16.5BNASDAQ·US›
  • MTZMasTec, Inc.Construction$14.3BNYSE·US›
  • BHEL.NSBharat Heavy Electricals LimitedGrid$14.2BNSE·IN›
  • ARX.TOARC Resources Ltd.Gas$13.8BTSX·CA›
  • CGPOWER.NSCG Power and Industrial Solutions LimitedGrid$13.3BNSE·IN›
  • 6594.TNidec CorporationCooling$13.1BJPX·JP›
  • 600089.SSTBEA Co., Ltd.Grid$13.1BSHH·CN›
  • ARAntero Resources CorporationGas$12.7BNYSE·US›
  • 298040.KSHyosung Heavy Industries CorporationGrid$12.6BKSC·KR›
  • RRCRange Resources CorporationGas$12.6BNYSE·US›
  • LIILennox International Inc.Cooling$12.0BNYSE·US›
  • GNRCGenerac Holdings Inc.Power$12.0BNYSE·US›
  • RXL.PARexel S.A.Construction$11.9BPAR·FR›
  • 6504.TFuji Electric Co., Ltd.Power$11.5BJPX·JP›
  • 267260.KSHD Hyundai Electric Co., Ltd.Grid$11.5BKSC·KR›
  • AESThe AES CorporationIPP$10.7BNYSE·US›
  • IRENIREN LimitedDC Operator$10.6BNASDAQ·AU›
  • LFUSLittelfuse, Inc.Other$10.3BNASDAQ·US›
  • AEISAdvanced Energy Industries, Inc.Other$9.6BNASDAQ·US›
  • VICRVicor CorporationOther$9.5BNASDAQ·US›
  • IESCIES Holdings, Inc.Construction$9.0BNASDAQ·US›
  • 6963.TROHM Co., Ltd.Other$8.8BJPX·JP›
  • BEPBrookfield Renewable Partners L.P.IPP$8.7BNYSE·BM›
  • SPXCSPX Technologies, Inc.Cooling$8.4BNYSE·US›
  • HUTHut 8 Corp.DC Operator$8.2BNASDAQ·US›
  • MODModine Manufacturing CompanyCooling$7.4BNYSE·US›
  • CWENClearway Energy, Inc.IPP$6.8BNYSE·US›
  • WULFTeraWulf Inc.DC Operator$6.4BNASDAQ·US›
  • AAONAAON, Inc.Cooling$6.2BNASDAQ·US›
  • ALGMAllegro MicroSystems, Inc.Other$6.2BNASDAQ·US›
  • POWLPowell Industries, Inc.Grid$6.1BNASDAQ·US›
  • GLXYGalaxy DigitalDC Operator$6.0BNASDAQ·US›
  • 6415.TWSilergy Corp.Other$6.0BTAI·TW›
  • NEX.PANexans S.A.Grid$5.9BPAR·FR›
  • APLDApplied Digital CorporationDC Operator$5.9BNASDAQ·US›
  • CNXCNX Resources CorporationGas$5.4BNYSE·US›
  • 6845.TAzbil CorporationOther$4.8BJPX·JP›
  • CORZCore Scientific, Inc.DC Operator$4.6BNASDAQ·US›
  • MYRGMYR Group Inc.Construction$4.4BNASDAQ·US›
  • CRKComstock Resources, Inc.Gas$4.3BNYSE·US›
  • BDCBelden Inc.Grid$4.2BNYSE·US›
  • VSHVishay Intertechnology, Inc.Other$4.2BNYSE·US›
  • DIODDiodes IncorporatedOther$4.0BNASDAQ·US›
  • PEY.TOPeyto Exploration & Development Corp.Gas$3.8BTSX·CA›
  • VOLTAS.NSVoltas LimitedCooling$3.6BNSE·IN›
  • BLUESTARCO.NSBlue Star LimitedCooling$3.5BNSE·IN›
  • ENPHEnphase Energy, Inc.Grid$3.4BNASDAQ·US›
  • CIFRCipher Mining Inc.DC Operator$3.4BNASDAQ·US›
  • ATKRAtkore Inc.Grid$3.2BNYSE·US›
  • GPORGulfport Energy CorporationGas$2.9BNYSE·US›
  • BELFBBel Fuse Inc.Other$2.9BNASDAQ·US›
  • POWIPower Integrations, Inc.Other$2.7BNASDAQ·US›
  • MTRS.STMunters Group AB (publ)Cooling$2.6BSTO·SE›
  • NVTSNavitas Semiconductor CorporationOther$2.4BNASDAQ·IE›
  • HPS-A.TOHammond Power Solutions Inc.Grid$2.1BTSX·CA›
  • SEDGSolarEdge Technologies, Inc.Grid$1.9BNASDAQ·US›
  • BTDRBitdeer Technologies GroupDC Operator$1.7BNASDAQ·SG›
  • WOLFWolfspeed, Inc.Other$1.3BNYSE·US›
  • FLNCFluence Energy, Inc.Grid$1.2BNASDAQ·US›
  • AOSLAlpha and Omega Semiconductor LimitedOther$0.7BNASDAQ·US›
< All industries