Data-center power & energy — AI stocks sub-theme
8 names · combined market cap $429B · sector P/E ~43.2× · part of the Santro AI 111-name universe
This basket covers the power, energy and physical infrastructure that AI data centers depend on — electricity generation, grid and cooling, and the operators that host high-density compute. AI's soaring power demand has made this an unexpectedly central part of the trade. The businesses are capital-intensive and turn on access to cheap, reliable power, long-term contracts and financing costs.
| Ticker | Company | Industry | 1D | Market cap |
|---|---|---|---|---|
| EQIX | Equinix Inc | REIT - Specialty | -3.55% | $97B |
| PWR | Quanta Services Inc | Engineering & Construction | -4.39% | $94B |
| VRT | Vertiv Holdings Co | Electrical Equipment & Parts | -7.00% | $90B |
| DLR | Digital Realty Trust Inc | REIT - Specialty | -5.01% | $63B |
| D | Dominion Energy Inc | Utilities - Regulated Electric | +0.25% | $56B |
| TLN | Talen Energy Corp | Utilities - Independent Power Producers | -7.24% | $13B |
| AES | AES Corp | Utilities - Diversified | +0.14% | $9.6B |
| OKLO | Oklo Inc | Utilities - Independent Power Producers | -0.25% | $6.7B |
Other sub-themes: Cybersecurity · Powering AI · AI chips & compute · AI software & cloud infrastructure · AI applications & data software · Chip equipment & AI hardware · AI platforms, internet & adtech · Applied AI: industrial, defense & vertical
See all names on the AI stocks bubble map, gauge froth with the AI bubble-risk index, or stress-test your exposure.
Market caps from the delayed feed (~15 min); membership follows the Santro AI universe. Education, not financial advice.