Theme
Grid infrastructure
Turbines, transmission, and equipment scaling electricity supply.
Grid infrastructure includes the turbines, transmission, and electrical equipment used to expand and modernize electricity supply. Load growth from electrification and data centers is increasing demand across this equipment base.
Companies · 14
Quanta 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 Energy AGENR
Market cap$147B
Conviction4 / 5
Grid infrastructureData-center power & cooling
Read profileNextEra Energy, Inc.NEE
Market cap$187B
Conviction4 / 5
Data-center power & coolingSolarGrid infrastructure
Read profileGE Vernova Inc.GEV
Market cap$270B
Conviction4 / 5
Grid infrastructureData-center power & cooling
Read profileHubbell IncorporatedHUBB
Market cap$26B
Conviction4 / 5
Grid infrastructureElectrification
Read profilenVent Electric plcNVT
Market cap$25B
Conviction4 / 5
Grid infrastructureData-center power & cooling
Read profileNexans S.A.NEX
Market cap$6.6B
Conviction4 / 5
Grid infrastructureElectrification
Read profileDominion Energy, Inc.D
Market cap$63B
Conviction4 / 5
Data-center power & coolingGrid infrastructure
Read profilePowell Industries, Inc.POWL
Market cap$8.5B
Conviction3 / 5
Grid infrastructureData-center power & cooling
Read profileForm Energy, Inc.Private
Market cap—
Conviction3 / 5
Grid infrastructure
Read profileThe Southern CompanySO
Market cap$110B
Conviction3 / 5
Data-center power & coolingGrid infrastructure
Read profileFluence Energy, Inc.FLNC
Market cap$1.8B
Conviction3 / 5
Grid infrastructure
Read profileThe AES CorporationAES
Market cap$11B
Conviction3 / 5
Data-center power & coolingGrid infrastructure
Read profile