USA Power Infrastructure

Results

58

3 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.

58 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	GEV	US$990.32	0.003%	52.6%	US$263.8b	US$1,226.42	27.7	9.9%	0.2%	Capital Goods
	ETN	US$448.68	8.1%	23.7%	US$174.3b	US$471.47	45.5	20.2%	1.0%	Capital Goods
	VRT	US$272.40	12.8%	94.7%	US$104.9b	US$338.15	60.5	24.2%	0.09%	Capital Goods
	CEG	US$269.89	2.7%	-19.6%	US$95.6b	US$349.96	27.6	17.0%	0.6%	Utilities
	EMR	US$158.26	5.6%	19.2%	US$87.5b	US$169.81	34.3	11.8%	1.4%	Capital Goods
	BE	US$219.34	6.6%	496.0%	US$64.6b	US$273.51	263.7	42.5%	n/a	Capital Goods
	FIX	US$1,694.55	-2.0%	145.0%	US$59.5b	US$2,210.86	41.5	20.8%	0.2%	Capital Goods
	AME	US$253.66	4.9%	39.3%	US$57.6b	US$277.22	36.9	7.8%	0.5%	Capital Goods
	VST	US$141.38	-4.9%	-31.2%	US$47.4b	US$222.74	23.3	11.7%	0.7%	Utilities
	PCG	US$17.46	0.5%	16.4%	US$38.5b	US$22.78	12.6	10.2%	1.1%	Utilities
	EME	US$816.90	2.4%	32.1%	US$36.0b	US$1,044.14	25.0	12.8%	0.2%	Capital Goods
	ATO	US$170.19	-1.5%	3.6%	US$28.8b	US$188.92	20.5	11.3%	2.4%	Utilities
	HUBB	US$513.99	8.8%	22.8%	US$27.2b	US$566.30	30.2	12.0%	1.1%	Capital Goods
	NVT	US$164.69	7.1%	85.7%	US$26.7b	US$202.13	45.1	18.1%	0.5%	Capital Goods
	MTZ	US$272.46	3.6%	50.3%	US$21.6b	US$427.21	43.7	26.5%	n/a	Capital Goods
	STRL	US$547.06	-8.3%	80.7%	US$16.7b	US$905.33	38.8	35.9%	n/a	Capital Goods
	NXT	US$103.26	14.9%	83.7%	US$15.7b	US$142.52	26.4	14.8%	n/a	Capital Goods
	IESC	US$762.71	2.4%	120.5%	US$15.2b	US$850.00	33.5	12.2%	n/a	Capital Goods
	GNRC	US$212.22	7.7%	8.1%	US$12.5b	US$283.88	48.5	23.4%	n/a	Capital Goods
	DY	US$407.99	1.7%	46.2%	US$12.3b	US$637.27	39.3	24.1%	n/a	Capital Goods
	AYI	US$359.58	9.5%	17.1%	US$10.7b	US$398.29	22.6	10.3%	0.2%	Capital Goods
	VICR	US$221.20	6.7%	372.2%	US$10.2b	US$386.25	70.2	39.9%	n/a	Capital Goods
	ACM	US$75.84	4.8%	-36.0%	US$9.7b	US$99.21	15.4	15.7%	1.6%	Capital Goods
	OGE	US$47.02	-0.7%	3.6%	US$9.7b	US$50.42	20.8	8.6%	3.6%	Utilities

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