USA Power Infrastructure

Results

55

2 new

Data centre electricity demand is projected to more than double by 2030, colliding with a grid that hasn't seen meaningful investment in two decades. These companies sit across the full power delivery stack: generation equipment, grid hardware, electrical infrastructure, and utilities, and are directly exposed to the multi-year capex cycle being driven by hyperscaler demand.

55 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	GEV	US$1,085.47	-2.2%	114.2%	US$284.2b	US$1,211.72	31.1	6.9%	0.2%	Capital Goods
	ETN	US$419.87	-0.5%	20.6%	US$157.1b	US$451.92	40.9	16.9%	1.0%	Capital Goods
	VRT	US$325.57	-2.2%	163.0%	US$121.5b	US$378.31	80.2	24.8%	0.08%	Capital Goods
	CEG	US$268.69	-2.0%	-16.7%	US$95.7b	US$360.24	25.3	13.6%	0.6%	Utilities
	BE New	US$309.18	-6.0%	1,284.6%	US$92.8b	US$266.93	14577.2	44.9%	n/a	Capital Goods
	EMR	US$145.34	-3.5%	9.5%	US$79.2b	US$163.47	33.4	12.8%	1.5%	Capital Goods
	FIX	US$2,017.57	2.5%	290.9%	US$68.7b	US$2,048.17	57.9	21.7%	0.2%	Capital Goods
	VST	US$167.77	2.5%	-11.9%	US$54.9b	US$222.89	27.6	12.0%	0.5%	Utilities
	AME	US$240.95	1.5%	34.0%	US$53.9b	US$259.05	36.1	7.4%	0.6%	Capital Goods
	PCG	US$17.08	3.6%	21.3%	US$37.7b	US$22.59	13.2	11.0%	1.2%	Utilities
	EME	US$862.66	3.1%	68.8%	US$37.6b	US$1,000.14	28.7	13.1%	0.2%	Capital Goods
	ATO	US$173.67	2.1%	13.6%	US$28.8b	US$186.82	21.5	11.2%	2.3%	Utilities
	PPL	US$37.00	4.6%	10.1%	US$27.8b	US$41.33	22.9	11.6%	3.1%	Utilities
	HUBB	US$536.04	2.4%	32.3%	US$27.4b	US$552.31	31.3	9.9%	1.1%	Capital Goods
	STRL	US$881.92	2.3%	285.7%	US$26.6b	US$941.17	78.1	45.2%	n/a	Capital Goods
	NXT	US$113.18	-10.1%	93.2%	US$17.5b	US$150.19	29.0	14.9%	n/a	Capital Goods
	IESC	US$766.54	7.6%	167.6%	US$14.9b	US$700.00	40.4	13.4%	n/a	Capital Goods
	VICR New	US$331.59	0.07%	600.9%	US$14.7b	US$406.25	110.6	39.9%	n/a	Capital Goods
	DY	US$493.61	8.1%	106.2%	US$14.5b	US$637.27	47.6	22.6%	n/a	Capital Goods
	VMI	US$583.55	2.3%	75.0%	US$10.9b	US$611.25	31.9	12.2%	0.5%	Capital Goods
	OGE	US$48.95	3.5%	11.3%	US$10.0b	US$50.00	22.0	8.5%	3.5%	Utilities
	AYI	US$359.39	13.2%	18.2%	US$9.2b	US$374.38	22.9	9.7%	0.2%	Capital Goods
	ACM	US$70.14	1.9%	-37.5%	US$9.0b	US$104.96	14.3	15.8%	1.8%	Capital Goods
	LGN	US$81.10	-5.2%	n/a	US$8.6b	US$106.41	1775.5	39.9%	n/a	Capital Goods

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