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$1,057.65	0.8%	110.4%	US$278.1b	US$1,211.72	30.3	6.9%	0.2%	Capital Goods
	ETN	US$404.59	-1.2%	18.2%	US$157.4b	US$451.73	39.4	16.9%	1.1%	Capital Goods
	VRT	US$316.43	-0.4%	160.1%	US$122.3b	US$378.31	78.0	24.8%	0.08%	Capital Goods
	CEG	US$267.97	0.3%	-15.0%	US$96.5b	US$360.24	25.2	13.6%	0.6%	Utilities
	EMR	US$141.44	-5.1%	9.3%	US$80.2b	US$163.47	32.5	12.8%	1.6%	Capital Goods
	FIX	US$1,954.47	1.2%	285.0%	US$67.1b	US$2,048.17	56.1	21.7%	0.2%	Capital Goods
	VST	US$162.87	2.5%	-12.6%	US$54.8b	US$222.89	26.8	12.0%	0.6%	Utilities
	AME	US$235.38	1.8%	32.2%	US$53.7b	US$259.05	35.3	7.4%	0.6%	Capital Goods
	EME	US$847.17	2.4%	68.6%	US$37.3b	US$1,000.14	28.1	13.1%	0.2%	Capital Goods
	PCG	US$17.12	4.1%	24.1%	US$36.9b	US$22.59	13.3	11.0%	1.2%	Utilities
	MTZ	US$393.14	4.9%	133.2%	US$30.5b	US$473.05	68.1	23.6%	n/a	Capital Goods
	ATO	US$172.59	1.7%	13.0%	US$28.6b	US$186.82	21.4	11.2%	2.3%	Utilities
	STRL	US$867.23	3.5%	286.1%	US$27.4b	US$941.17	76.8	45.2%	n/a	Capital Goods
	PPL	US$36.92	4.5%	10.2%	US$27.3b	US$41.33	22.8	11.6%	3.1%	Utilities
	HUBB	US$518.18	1.8%	29.9%	US$26.9b	US$552.31	30.3	9.9%	1.1%	Capital Goods
	NXT	US$116.67	-7.3%	99.2%	US$17.5b	US$150.19	29.9	14.9%	n/a	Capital Goods
	VICR New	US$322.28	-0.9%	599.8%	US$15.3b	US$406.25	107.5	39.9%	n/a	Capital Goods
	IESC	US$747.49	4.9%	160.9%	US$14.9b	US$700.00	39.4	13.4%	n/a	Capital Goods
	DY	US$483.48	4.8%	103.5%	US$14.0b	US$637.27	46.6	22.6%	n/a	Capital Goods
	VMI	US$563.41	-0.3%	73.4%	US$11.0b	US$611.25	30.8	12.2%	0.5%	Capital Goods
	OGE	US$48.60	2.7%	11.1%	US$10.0b	US$50.00	21.9	8.5%	3.5%	Utilities
	AYI	US$305.51	-0.05%	6.3%	US$9.0b	US$352.50	21.4	11.0%	0.3%	Capital Goods
	ACM	US$69.84	0.6%	-37.1%	US$8.9b	US$104.96	14.2	15.8%	1.8%	Capital Goods
	LGN	US$79.79	-6.3%	n/a	US$8.8b	US$106.41	1746.9	39.9%	n/a	Capital Goods

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