Secondary / Tertiary Beneficiaries
Layer 9 of 10 — downstream tier
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
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Analysis as of 2026-02-26 14:32. Live data.
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