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 · 10
Eaton Corporation plcETN
Market cap$156B
Conviction5 / 5
ElectrificationData-center power & cooling
Read profileDominion Energy, Inc.D
Market cap$59B
Conviction4 / 5
Data-center power & coolingGrid infrastructure
Read profileComfort Systems USA, Inc.FIX
Market cap$64B
Conviction4 / 5
Data-center power & cooling
Read profileGE Vernova Inc.GEV
Market cap$260B
Conviction4 / 5
Grid infrastructureData-center power & cooling
Read profileNextEra Energy, Inc.NEE
Market cap$181B
Conviction4 / 5
Data-center power & coolingSolarGrid infrastructure
Read profileVertiv Holdings CoVRT
Market cap$121B
Conviction4 / 5
Data-center power & cooling
Read profileBloom Energy CorporationBE
Market cap$81B
Conviction3 / 5
Data-center power & cooling
Read profileModine Manufacturing CompanyMOD
Market cap$15B
Conviction3 / 5
Data-center power & cooling
Read profileTalen Energy CorporationTLN
Market cap$18B
Conviction3 / 5
Merchant powerData-center power & cooling
Read profileFermi Inc.FRMI
Market cap$4.5B
Conviction2 / 5
Data-center power & coolingMicroreactors
Read profile