Data-center power & energy — AI stocks sub-theme
8 names · combined market cap $463B · part of the Santro AI 101-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 |
|---|---|---|---|---|
| VRT | Vertiv Holdings Co | Electrical Equipment & Parts | +2.81% | $112B |
| EQIX | Equinix Inc | REIT - Specialty | +0.27% | $99B |
| PWR | Quanta Services Inc | Engineering & Construction | +1.83% | $96B |
| D | Dominion Energy Inc | Utilities - Regulated Electric | +0.65% | $62B |
| DLR | Digital Realty Trust Inc | REIT - Specialty | +0.21% | $60B |
| TLN | Talen Energy Corp | Utilities - Independent Power Producers | +0.90% | $16B |
| AES | AES Corp | Utilities - Diversified | +0.07% | $10B |
| OKLO | Oklo Inc | Utilities - Independent Power Producers | +3.04% | $7.6B |
Other sub-themes: 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.