Theme
Data-center power & cooling
The on-site power, cooling, and energy hardware feeding AI data centers.
Data-center power and cooling covers the on-site electrical, thermal, and energy hardware that supports AI compute workloads. Rising power density in data centers is driving demand for specialized cooling and on-site generation equipment.
Companies · 32
Eaton Corporation plcETN
Market cap$170B
Conviction5 / 5
ElectrificationData-center power & cooling
Read profileSchneider Electric SESU
Market cap$188B
Conviction5 / 5
Data-center power & coolingElectrificationGrid infrastructure
Read profileSiemens Energy AGENR
Market cap$140B
Conviction4 / 5
Grid infrastructureData-center power & cooling
Read profileCaterpillar Inc.CAT
Market cap$373B
Conviction4 / 5
Data-center power & coolingElectrification
Read profileEMCOR Group, Inc.EME
Market cap$33B
Conviction4 / 5
Data-center power & coolingElectrification
Read profileComfort Systems USA, Inc.FIX
Market cap$57B
Conviction4 / 5
Data-center power & cooling
Read profileLegrand SALR
Market cap$41B
Conviction4 / 5
Data-center power & coolingElectrification
Read profileNextEra Energy, Inc.NEE
Market cap$161B
Conviction4 / 5
Data-center power & coolingSolarGrid infrastructure
Read profileTrane Technologies plcTT
Market cap$96B
Conviction4 / 5
Data-center power & coolingElectrification
Read profileVertiv Holdings CoVRT
Market cap$96B
Conviction4 / 5
Data-center power & cooling
Read profileGE Vernova Inc.GEV
Market cap$254B
Conviction4 / 5
Grid infrastructureData-center power & cooling
Read profileMonolithic Power Systems, Inc.MPWR
Market cap$67B
Conviction4 / 5
AI infrastructureData-center power & coolingPower semiconductors
Read profileonsemi (ON Semiconductor)ON
Market cap$29B
Conviction4 / 5
Power semiconductorsData-center power & coolingElectrification
Read profileDelta Electronics, Inc.2308
Market cap$155B
Conviction4 / 5
Data-center power & coolingAI infrastructure
Read profilenVent Electric plcNVT
Market cap$26B
Conviction4 / 5
Grid infrastructureData-center power & cooling
Read profileCummins Inc.CMI
Market cap$72B
Conviction4 / 5
Data-center power & coolingElectrification
Read profileDominion Energy, Inc.D
Market cap$54B
Conviction4 / 5
Data-center power & coolingGrid infrastructure
Read profileCrusoe Energy Systems LLCPrivate
Market cap—
Conviction4 / 5
AI infrastructureData-center power & cooling
Read profileVicor CorporationVICR
Market cap$9.7B
Conviction4 / 5
Power semiconductorsData-center power & cooling
Read profilePowell Industries, Inc.POWL
Market cap$7.0B
Conviction3 / 5
Grid infrastructureData-center power & cooling
Read profilePublic Service Enterprise Group IncorporatedPEG
Market cap$34B
Conviction3 / 5
Data-center power & coolingNuclear fuel
Read profileFervo EnergyPrivate
Market cap—
Conviction3 / 5
Next-gen geothermalData-center power & cooling
Read profileWiwynn Corporation6669
Market cap$37B
Conviction3 / 5
AI infrastructureData-center power & cooling
Read profileBloom Energy CorporationBE
Market cap$81B
Conviction3 / 5
Data-center power & cooling
Read profileThe Southern CompanySO
Market cap$96B
Conviction3 / 5
Data-center power & coolingGrid infrastructure
Read profileModine Manufacturing CompanyMOD
Market cap$10B
Conviction3 / 5
Data-center power & cooling
Read profileTalen Energy CorporationTLN
Market cap$14B
Conviction3 / 5
Merchant powerData-center power & cooling
Read profileIREN LimitedIREN
Market cap$19B
Conviction3 / 5
Data-center power & coolingMerchant power
Read profileThe AES CorporationAES
Market cap$11B
Conviction3 / 5
Data-center power & coolingGrid infrastructure
Read profileNavitas Semiconductor CorporationNVTS
Market cap$3.1B
Conviction2 / 5
Power semiconductorsData-center power & cooling
Read profileFuelCell Energy, Inc.FCEL
Market cap$1.4B
Conviction2 / 5
Data-center power & coolingElectrification
Read profileFermi Inc.FRMI
Market cap$3.1B
Conviction1 / 5
Data-center power & coolingMicroreactors
Read profile