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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.

106Companies8Segments66Shown
All DC Infra66Power10IPP5Gas7Cooling11Grid15Construction7DC Operator1Other10
Market capAll caps106> $10B66> $100B9
66 companiesSorted by market cap
  • CATCaterpillar Inc.Power$368.6BNYSE·US›
  • SIE.DESiemens AGGrid$256.0BXETRA·DE›
  • GEVGE Vernova Inc.Grid$242.9BNYSE·US›
  • SU.PASchneider Electric S.E.Power$197.1BPAR·FR›
  • ABBN.SWABB LtdGrid$179.6BSIX·CH›
  • ETNEaton Corporation plcGrid$156.4BNYSE·IE›
  • 6501.THitachi, Ltd.Grid$155.5BJPX·JP›
  • 2308.TWDelta Electronics, Inc.Power$150.2BTAI·TW›
  • ENR.DESiemens Energy AGGrid$148.4BXETRA·DE›
  • CEGConstellation Energy CorporationIPP$99.4BNASDAQ·US›
  • VRTVertiv Holdings CoPower$99.0BNYSE·US›
  • TTTrane Technologies plcCooling$98.8BNYSE·IE›
  • 000333.SZMidea Group Co., Ltd.Cooling$97.9BSHZ·CN›
  • PWRQuanta Services, Inc.Construction$90.6BNYSE·US›
  • IFX.DEInfineon Technologies AGOther$86.1BXETRA·DE›
  • JCIJohnson Controls International plcCooling$84.6BNYSE·IE›
  • 7011.TMitsubishi Heavy Industries, Ltd.Cooling$84.5BJPX·JP›
  • 6981.TMurata Manufacturing Co., Ltd.Other$84.1BJPX·JP›
  • CMICummins Inc.Power$77.9BNYSE·US›
  • 6503.TMitsubishi Electric CorporationPower$72.2BJPX·JP›
  • BEBloom Energy CorporationPower$62.1BNYSE·US›
  • MPWRMonolithic Power Systems, Inc.Other$61.7BNASDAQ·US›
  • FIXComfort Systems USA, Inc.Construction$53.5BNYSE·US›
  • CARRCarrier Global CorporationCooling$48.5BNYSE·US›
  • VSTVistra Corp.IPP$46.2BNYSE·US›
  • STMSTMicroelectronics N.V.Other$44.1BNYSE·NL›
  • LR.PALegrand S.A.Power$42.4BPAR·FR›
  • PRY.MIPrysmian S.p.A.Grid$41.3BMIL·IT›
  • 6723.TRenesas Electronics CorporationOther$38.7BJPX·JP›
  • 6762.TTDK CorporationOther$36.9BJPX·JP›
  • 6367.TDaikin Industries,Ltd.Cooling$36.3BJPX·JP›
  • EQTEQT CorporationGas$34.1BNYSE·US›
  • EMEEMCOR Group, Inc.Construction$32.6BNYSE·US›
  • 000651.SZGree Electric Appliances, Inc. of ZhuhaiCooling$32.3BSHZ·CN›
  • ONON Semiconductor CorporationOther$28.3BNASDAQ·US›
  • ALFA.STAlfa Laval Corporate ABCooling$24.9BSTO·SE›
  • CTRACoterra Energy Inc.Gas$24.7BNYSE·US›
  • HUBBHubbell IncorporatedGrid$24.3BNYSE·US›
  • NVTnVent Electric plcCooling$24.0BNYSE·GB›
  • NRGNRG Energy, Inc.IPP$23.4BNYSE·US›
  • 010120.KSLS ELECTRIC Co., Ltd.Grid$23.3BKSC·KR›
  • EXEExpand Energy CorporationGas$22.7BNASDAQ·US›
  • 298040.KSHyosung Heavy Industries CorporationGrid$21.4BKSC·KR›
  • 267260.KSHD Hyundai Electric Co., Ltd.Grid$21.4BKSC·KR›
  • WRT1V.HEWärtsilä Oyj AbpGrid$20.0BHEL·FI›
  • MTZMasTec, Inc.Construction$19.4BNYSE·US›
  • 6594.TNidec CorporationCooling$18.8BJPX·JP›
  • OVVOvintiv Inc.Gas$17.9BNYSE·US›
  • TOU.TOTourmaline Oil Corp.Gas$17.5BTSX·CA›
  • WCCWESCO International, Inc.Construction$16.4BNYSE·US›
  • BHEL.NSBharat Heavy Electricals LimitedGrid$15.7BNSE·IN›
  • CGPOWER.NSCG Power and Industrial Solutions LimitedGrid$14.7BNSE·IN›
  • 600089.SSTBEA Co., Ltd.Grid$14.4BSHH·CN›
  • LIILennox International Inc.Cooling$13.6BNYSE·US›
  • ARX.TOARC Resources Ltd.Gas$13.6BTSX·CA›
  • TLNTalen Energy CorporationIPP$13.4BNASDAQ·US›
  • IRENIREN LimitedDC Operator$12.7BNASDAQ·AU›
  • 6504.TFuji Electric Co., Ltd.Power$12.6BJPX·JP›
  • RXL.PARexel S.A.Construction$12.4BPAR·FR›
  • IESCIES Holdings, Inc.Construction$12.3BNASDAQ·US›
  • ARAntero Resources CorporationGas$11.8BNYSE·US›
  • 6963.TROHM Co., Ltd.Other$11.6BJPX·JP›
  • AEISAdvanced Energy Industries, Inc.Other$10.9BNASDAQ·US›
  • GNRCGenerac Holdings Inc.Power$10.8BNYSE·US›
  • AESThe AES CorporationIPP$10.5BNYSE·US›
  • LFUSLittelfuse, Inc.Other$10.3BNASDAQ·US›
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