Power and Nuclear

The nuclear and gas generators, uranium miners and grid-equipment makers meeting the fast-growing power demand from AI.

11 Companies

Theme Map

Tile size shows market cap, colour shows the day's move.

GEVGE Vernova Inc+ 2.61%Share of Theme 24.1%$234 B

NEENextEra Energy, Inc.+ 0.15%Share of Theme 17.8%$172 B

ETNEaton Corporation PLC+ 3.23%Share of Theme 15.4%$149 B

CEGConstellation Energy Corp+ 3.11%Share of Theme 9.5%$92.2 B

PWRQuanta Services Inc+ 2.13%Share of Theme 8.8%$84.9 B

VRTVertiv Holdings Co+ 4.54%Share of Theme 8.3%$80.4 B

BEBloom Energy Corporation+ 7.71%

VSTVistra Corp.+ 2.84%

HUBBHubbell Inc− 4.34%

NRGNRG Energy Inc+ 1.58%

GEVGE Vernova Inc+ 2.61%Share of Theme 24.1%$234 B

NEENextEra Energy, Inc.+ 0.15%Share of Theme 17.8%$172 B

ETNEaton Corporation PLC+ 3.23%Share of Theme 15.4%$149 B

CEGConstellation Energy Corp+ 3.11%Share of Theme 9.5%$92.2 B

PWRQuanta Services Inc+ 2.13%

VRTVertiv Holdings Co+ 4.54%

BEBloom Energy Corporation+ 7.71%

VSTVistra Corp.+ 2.84%

HUBB− 4.34%

NRG+ 1.58%

Market Cap Not Comparable 1

CCJCameco Corp+ 5.03%

The Theme Today

This Session

Today's Median

+ 2.84%

Advancers / Decliners

10/1

Strongest Member

BEBloom Energy Corporation

+ 7.71%

Weakest Member

HUBBHubbell Inc

− 4.34%

Over Time

Companies


GEVGE Vernova Inc	877.46	+ 2.61%	$234 B
NEENextEra Energy, Inc.	82.16	+ 0.15%	$172 B
ETNEaton Corporation PLC	383.92	+ 3.23%	$149 B
CEGConstellation Energy Corp	260.32	+ 3.11%	$92.2 B
PWRQuanta Services Inc	575.96	+ 2.13%	$84.9 B
VRTVertiv Holdings Co	208.85	+ 4.54%	$80.4 B
BEBloom Energy Corporation	219.64	+ 7.71%	$64.9 B
VSTVistra Corp.	145.75	+ 2.84%	$48.9 B
HUBBHubbell Inc	439.48	− 4.34%	$23.2 B
NRGNRG Energy Inc	95.09	+ 1.58%	$20.0 B
CCJCameco Corp	83.05	+ 5.03%	–

GEV · NEE · ETN · CEGCompare the Top Four

Theme Map

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.