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 · 4
Quanta Services, Inc.PWR
Market cap$107B
Conviction5 / 5
ElectrificationGrid infrastructure
Read profileDominion Energy, Inc.D
Market cap$59B
Conviction4 / 5
Data-center power & coolingGrid infrastructure
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 profile