Theme
Electrification
Grid build-out and electrical equipment for the "electrify everything" demand wave.
Electrification covers the grid build-out and electrical equipment needed to support the "electrify everything" demand wave. Rising electricity consumption across transport, industry, and data centers is driving sustained investment in transmission, distribution, and power management hardware.
Companies · 16
Eaton Corporation plcETN
Market cap$157B
Conviction5 / 5
ElectrificationData-center power & cooling
Read profileQuanta Services, Inc.PWR
Market cap$94B
Conviction5 / 5
ElectrificationGrid infrastructure
Read profileSchneider Electric SESU
Market cap$172B
Conviction5 / 5
Data-center power & coolingElectrificationGrid infrastructure
Read profileSiemens AGSIE
Market cap$237B
Conviction5 / 5
Industrial automationElectrification
Read profileCaterpillar Inc.CAT
Market cap$409B
Conviction4 / 5
Data-center power & coolingElectrification
Read profileEMCOR Group, Inc.EME
Market cap$33B
Conviction4 / 5
Data-center power & coolingElectrification
Read profileLegrand SALR
Market cap$40B
Conviction4 / 5
Data-center power & coolingElectrification
Read profileTrane Technologies plcTT
Market cap$106B
Conviction4 / 5
Data-center power & coolingElectrification
Read profileonsemi (ON Semiconductor)ON
Market cap$34B
Conviction4 / 5
Power semiconductorsData-center power & coolingElectrification
Read profileHubbell IncorporatedHUBB
Market cap$26B
Conviction4 / 5
Grid infrastructureElectrification
Read profileCummins Inc.CMI
Market cap$92B
Conviction4 / 5
Data-center power & coolingElectrification
Read profileNexans S.A.NEX
Market cap$6.6B
Conviction4 / 5
Grid infrastructureElectrification
Read profilePower Integrations, Inc.POWI
Market cap$3.5B
Conviction4 / 5
Power semiconductorsElectrification
Read profileRegal Rexnord CorporationRRX
Market cap$14B
Conviction3 / 5
Industrial automationElectrification
Read profileZhejiang Sanhua Intelligent Controls Co., Ltd.002050
Market cap$19B
Conviction3 / 5
Humanoid hardwareElectrification
Read profileFuelCell Energy, Inc.FCEL
Market cap$1.7B
Conviction2 / 5
Data-center power & coolingElectrification
Read profile