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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
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Industry

DC Infra & Power

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

106Companies8Segments23Shown
All DC Infra106Power10IPP7Gas12Cooling17Grid23Construction8DC Operator8Other21
Market capAll caps23> $10B15> $100B6
Grid - 23 companiesSorted by market cap
  • GEVGE Vernova Inc.Grid$228.6BNYSE·US›
  • SIE.DESiemens AGGrid$225.9BXETRA·DE›
  • ABBN.SWABB LtdGrid$155.1BSIX·CH›
  • 6501.THitachi, Ltd.Grid$144.1BJPX·JP›
  • ETNEaton Corporation plcGrid$143.6BNYSE·IE›
  • ENR.DESiemens Energy AGGrid$120.5BXETRA·DE›
  • PRY.MIPrysmian S.p.A.Grid$36.9BMIL·IT›
  • HUBBHubbell IncorporatedGrid$22.5BNYSE·US›
  • WRT1V.HEWärtsilä Oyj AbpGrid$16.9BHEL·FI›
  • 010120.KSLS ELECTRIC Co., Ltd.Grid$16.7BKSC·KR›
  • BHEL.NSBharat Heavy Electricals LimitedGrid$14.2BNSE·IN›
  • CGPOWER.NSCG Power and Industrial Solutions LimitedGrid$13.3BNSE·IN›
  • 600089.SSTBEA Co., Ltd.Grid$13.1BSHH·CN›
  • 298040.KSHyosung Heavy Industries CorporationGrid$12.6BKSC·KR›
  • 267260.KSHD Hyundai Electric Co., Ltd.Grid$11.5BKSC·KR›
  • NEX.PANexans S.A.Grid$5.8BPAR·FR›
  • POWLPowell Industries, Inc.Grid$5.7BNASDAQ·US›
  • BDCBelden Inc.Grid$4.1BNYSE·US›
  • ENPHEnphase Energy, Inc.Grid$3.4BNASDAQ·US›
  • ATKRAtkore Inc.Grid$3.2BNYSE·US›
  • HPS-A.TOHammond Power Solutions Inc.Grid$2.0BTSX·CA›
  • SEDGSolarEdge Technologies, Inc.Grid$1.8BNASDAQ·US›
  • FLNCFluence Energy, Inc.Grid$1.1BNASDAQ·US›
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