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Power utilities near data centers, industrial REITs, construction firms, electrical equipment, water / cooling infrastructure

Power Utilities Industrial Reits Construction Engineering Electrical Equipment Water Cooling Infra Fiber Cable Mfg

Securities (8)

Ticker Name Sub-sector Mkt Cap ($M) AI Rev
ETN Eaton Corp Power Delivery 130,000 20%
CEG Constellation Energy Power Utilities 70,000 25%
EMR Emerson Electric Electrical Equipment 65,000 10%
FIX Comfort Systems USA, Inc. Construction Engineering 51,814 42%
PWR Quanta Services Construction Engineering 45,000 15%
VST Vistra Energy Power Utilities 40,000 20%
AME Ametek Electrical Equipment 40,000 8%
NRG NRG Energy Power Utilities 18,000 10%

Signal Summary

Signal analysis for Secondary / Tertiary Beneficiaries is available to signed-in users.

Supply Chain Context

Upstream: Infrastructure, AI-Enabled Transformation

Capex cycle: 10 quarters

Analysis as of 2026-02-26 14:32. Live data.

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