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65
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16
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22
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59
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48
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61
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81
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70
DC Infra
106
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75
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20
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5
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Industry
DC Infra & Power
Power generation, grid, electrical, cooling, and data center infrastructure tied to AI deployment.
106
Companies
8
Segments
21
Shown
All DC Infra
106
Power
10
IPP
7
Gas
12
Cooling
17
Grid
23
Construction
8
DC Operator
8
Other
21
Market cap
All caps
21
> $10B
10
> $100B
0
Other - 21 companies
Sorted by market cap
IFX.DE
Infineon Technologies AG
Other
$86.1B
XETRA·DE
›
6981.T
Murata Manufacturing Co., Ltd.
Other
$84.1B
JPX·JP
›
MPWR
Monolithic Power Systems, Inc.
Other
$61.7B
NASDAQ·US
›
STM
STMicroelectronics N.V.
Other
$44.1B
NYSE·NL
›
6723.T
Renesas Electronics Corporation
Other
$38.7B
JPX·JP
›
6762.T
TDK Corporation
Other
$36.9B
JPX·JP
›
ON
ON Semiconductor Corporation
Other
$28.3B
NASDAQ·US
›
6963.T
ROHM Co., Ltd.
Other
$11.6B
JPX·JP
›
AEIS
Advanced Energy Industries, Inc.
Other
$10.9B
NASDAQ·US
›
LFUS
Littelfuse, Inc.
Other
$10.3B
NASDAQ·US
›
VICR
Vicor Corporation
Other
$8.5B
NASDAQ·US
›
ALGM
Allegro MicroSystems, Inc.
Other
$6.7B
NASDAQ·US
›
6415.TW
Silergy Corp.
Other
$5.6B
TAI·TW
›
6845.T
Azbil Corporation
Other
$4.9B
JPX·JP
›
VSH
Vishay Intertechnology, Inc.
Other
$4.3B
NYSE·US
›
DIOD
Diodes Incorporated
Other
$4.0B
NASDAQ·US
›
BELFB
Bel Fuse Inc.
Other
$3.0B
NASDAQ·US
›
NVTS
Navitas Semiconductor Corporation
Other
$3.0B
NASDAQ·IE
›
POWI
Power Integrations, Inc.
Other
$2.9B
NASDAQ·US
›
WOLF
Wolfspeed, Inc.
Other
$1.3B
NYSE·US
›
AOSL
Alpha and Omega Semiconductor Limited
Other
$0.7B
NASDAQ·US
›
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