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Energy
The power behind the compute
Data-center demand is colliding with a grid that can't keep up — some forecasts put global data-center spend near $7 trillion by 2030. The bottleneck on AI is turning from chips to electrons.
We track the reactors, the merchant power, the fuel cycle, and the data-center power and cooling underneath the build-out.
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29 companies
Eaton Corporation plcETN
Market cap$156B
Conviction5 / 5
ElectrificationData-center power & cooling
Read profileFirst Solar, Inc.FSLR
Market cap$33B
Conviction5 / 5
Solar
Read profileNextpower Inc.NXT
Market cap$24B
Conviction5 / 5
Solar
Read profileQuanta Services, Inc.PWR
Market cap$107B
Conviction5 / 5
ElectrificationGrid infrastructure
Read profileBWX Technologies, Inc.BWXT
Market cap$18B
Conviction4 / 5
Nuclear fuelSmall modular reactors
Read profileCameco CorporationCCJ
Market cap$49B
Conviction4 / 5
Nuclear fuel
Read profileConstellation Energy CorporationCEG
Market cap$104B
Conviction4 / 5
Merchant power
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 profileCentrus Energy Corp.LEU
Market cap$3.6B
Conviction4 / 5
Nuclear fuel
Read profileNextEra Energy, Inc.NEE
Market cap$181B
Conviction4 / 5
Data-center power & coolingSolarGrid infrastructure
Read profileNRG Energy, Inc.NRG
Market cap$28B
Conviction4 / 5
Merchant power
Read profileVertiv Holdings CoVRT
Market cap$121B
Conviction4 / 5
Data-center power & cooling
Read profileVistra Corp.VST
Market cap$54B
Conviction4 / 5
Merchant power
Read profileBloom Energy CorporationBE
Market cap$81B
Conviction3 / 5
Data-center power & cooling
Read profileEnphase Energy, Inc.ENPH
Market cap$9.0B
Conviction3 / 5
Solar
Read profileKairos Power LLCPrivate
Market cap—
Conviction3 / 5
Small modular reactors
Read profileModine Manufacturing CompanyMOD
Market cap$15B
Conviction3 / 5
Data-center power & cooling
Read profileNexGen Energy Ltd.NXE
Market cap$7.7B
Conviction3 / 5
Nuclear fuel
Read profileOklo Inc.OKLO
Market cap$12B
Conviction3 / 5
Microreactors
Read profileNuScale Power CorporationSMR
Market cap$4.4B
Conviction3 / 5
Small modular reactors
Read profileTerraPower, LLCPrivate
Market cap—
Conviction3 / 5
Small modular reactorsMicroreactors
Read profileTalen Energy CorporationTLN
Market cap$18B
Conviction3 / 5
Merchant powerData-center power & cooling
Read profileUranium Energy Corp.UEC
Market cap$6.8B
Conviction3 / 5
Nuclear fuel
Read profileEnergy Fuels Inc.UUUU
Market cap$4.6B
Conviction3 / 5
Rare earths & magnetsNuclear fuel
Read profileX-energy, Inc.XE
Market cap$7.4B
Conviction3 / 5
Small modular reactors
Read profileFermi Inc.FRMI
Market cap$4.5B
Conviction2 / 5
Data-center power & coolingMicroreactors
Read profileNano Nuclear Energy Inc.NNE
Market cap$1.5B
Conviction2 / 5
Microreactors
Read profile