Power and Nuclear
The nuclear and gas generators, uranium miners and grid-equipment makers meeting the fast-growing power demand from AI.
11 Companies
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Tile size shows market cap, colour shows the day's move.
The Theme Today
Companies
Why These Companies
Generators: Constellation Energy runs the largest nuclear fleet in the US; Vistra, NRG and NextEra own nuclear, natural gas and renewable capacity. Fuel: Cameco mines uranium (primary listing in Canada, so market cap is blank). Equipment and build-out: GE Vernova makes gas turbines and grid equipment and is developing a small modular reactor; Eaton, Hubbell and Vertiv supply power distribution and data centre cooling, Quanta builds grid infrastructure and Bloom Energy sells fuel cells that generate power on site. The shared question is how fast demand waiting for a grid connection can be met.
The list is an editorial selection, not investment advice. It is sorted by market cap; companies whose primary listing is outside the US are left blank because their market cap is not comparable.
Other Themes
Alpaca · IEX Real-Time PriceUpdated 11:37 NY15-Minute Delay for Thinly Traded
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