Powering AI — the energy behind the AI boom
15 names · combined market cap $743B · sector P/E ~29.1× · part of the Santro AI 101-name universe
AI's hardest bottleneck isn't chips — it's power. Training and serving large models needs enormous, reliable electricity, and the market has repriced the companies that generate it, move it, and fuel it. This basket tracks that trade end to end: nuclear and independent power producers signing data-center deals, the turbine and electrical-equipment makers working through multi-year backlogs, the uranium miners behind the fuel, and the regulated utilities sitting next to the biggest new loads.
| Ticker | Company | Industry | 1D | Market cap |
|---|---|---|---|---|
| Electrical & turbines | ||||
| GEV | GE Vernova Inc | Specialty Industrial Machinery | +0.44% | $137B |
| ETN | Eaton Corp plc | Specialty Industrial Machinery | +0.55% | $137B |
| NVT | nVent Electric plc | Electrical Equipment & Parts | +1.91% | $19B |
| POWL | Powell Industries Inc | Electrical Equipment & Parts | +0.28% | $3.4B |
| Nuclear & IPP | ||||
| CEG | Constellation Energy Corp | Utilities - Regulated Electric | +0.35% | $107B |
| VST | Vistra Corp | Utilities - Independent Power Producers | +1.16% | $64B |
| PEG | Public Service Enterprise Group | Utilities - Regulated Electric | +0.00% | $38B |
| NRG | NRG Energy Inc | Utilities - Independent Power Producers | +0.82% | $24B |
| Grid & utilities | ||||
| SO | Southern Co | Utilities - Regulated Electric | +0.17% | $92B |
| ETR | Entergy Corp | Utilities - Regulated Electric | +0.00% | $37B |
| Uranium fuel | ||||
| CCJ | Cameco Corp | Uranium | +2.40% | $47B |
| NXE | NexGen Energy Ltd | Uranium | +3.33% | $6.7B |
| UEC | Uranium Energy Corp | Uranium | +1.89% | $4.1B |
| LEU | Centrus Energy Corp | Uranium | -0.05% | $4.1B |
| Data-center infra | ||||
| FIX | Comfort Systems USA Inc | Engineering & Construction | +0.31% | $22B |
Other sub-themes: Data-center power & energy · 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.
Seed market caps are approximate and public; live values refresh on the map above and on each ticker page (delayed ~15 min). Membership follows the Santro AI universe. “Hot” means attention, not direction. Education, not financial advice.