USA Power Infrastructure

Results

60

6 new

Data centre electricity demand is projected to more than double by 2030, colliding with a grid that hasn't seen meaningful investment in two decades. These companies sit across the full power delivery stack: generation equipment, grid hardware, electrical infrastructure, and utilities, and are directly exposed to the multi-year capex cycle being driven by hyperscaler demand.

60 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	GEV	US$1,113.11	6.5%	115.3%	US$299.1b	US$1,212.33	31.9	6.9%	0.2%	Capital Goods
	ETN	US$398.52	-1.0%	10.0%	US$154.7b	US$455.79	38.8	16.9%	1.1%	Capital Goods
	VRT	US$300.53	-1.1%	135.1%	US$115.4b	US$377.00	74.1	24.8%	0.08%	Capital Goods
	CEG	US$239.25	-9.4%	-23.3%	US$85.4b	US$357.81	22.5	13.6%	0.7%	Utilities
	EMR	US$139.05	-3.1%	-0.5%	US$77.9b	US$164.47	31.9	12.8%	1.6%	Capital Goods
	BE	US$270.89	7.5%	1,017.5%	US$77.1b	US$280.93	12771.9	44.9%	n/a	Capital Goods
	FIX	US$1,741.30	-6.1%	221.9%	US$61.2b	US$2,048.17	50.0	21.7%	0.2%	Capital Goods
	AME	US$234.62	-1.2%	27.4%	US$53.8b	US$262.05	35.2	7.4%	0.6%	Capital Goods
	VST	US$151.05	-7.6%	-21.4%	US$50.9b	US$222.89	24.9	12.0%	0.6%	Utilities
	PCG	US$17.05	-1.9%	22.6%	US$37.5b	US$22.59	13.2	11.0%	1.2%	Utilities
	EME	US$774.66	-2.9%	41.6%	US$34.4b	US$1,000.14	25.7	13.1%	0.2%	Capital Goods
	ATO	US$176.87	1.0%	16.1%	US$29.5b	US$187.18	21.9	11.2%	2.3%	Utilities
	MTZ New	US$373.43	-5.8%	117.2%	US$29.1b	US$467.25	64.7	23.6%	n/a	Capital Goods
	PPL	US$36.89	-0.4%	9.1%	US$27.8b	US$41.33	22.8	11.6%	3.1%	Utilities
	HUBB	US$487.10	-5.8%	17.4%	US$25.7b	US$556.55	28.5	9.0%	1.2%	Capital Goods
	NVT New	US$152.15	-6.6%	103.1%	US$24.6b	US$188.43	51.1	19.5%	0.6%	Capital Goods
	STRL	US$700.75	-12.9%	196.1%	US$21.5b	US$941.17	62.0	45.2%	n/a	Capital Goods
	NXT	US$112.84	5.5%	70.2%	US$17.0b	US$150.50	28.9	15.0%	n/a	Capital Goods
	GNRC New	US$252.66	-9.3%	65.8%	US$14.9b	US$290.27	78.7	27.1%	n/a	Capital Goods
	DY	US$437.76	-10.3%	74.9%	US$13.1b	US$637.27	42.2	24.1%	n/a	Capital Goods
	IESC	US$654.00	-8.5%	113.4%	US$13.0b	US$700.00	34.5	13.4%	n/a	Capital Goods
	VICR	US$282.95	-13.5%	511.5%	US$12.9b	US$406.25	94.4	39.9%	n/a	Capital Goods
	VMI	US$555.35	-2.4%	62.6%	US$10.8b	US$611.25	30.3	12.2%	0.6%	Capital Goods
	AYI	US$359.04	-0.9%	17.6%	US$10.7b	US$398.29	22.6	10.0%	0.2%	Capital Goods

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