Companies exposed to Backup generation
The AI stocks the model maps to Backup generation — part of the energy layer, ranked by how strongly each name is exposed.
17 companies · ranked by exposure
Generators and batteries that keep a data center running during grid outages.
Full explainer: what Backup generation is & who makes it →It decouples some buildout from grid timelines, at a cost. When Backup generation tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to Backup generation
- 1
Mitsubishi Heavy Industries7011.TProducer70 - 2
INNIO GroupSupplier60 - 3
Bloom EnergyBEProducer55 - 4
Baker Hughes CompanyBKRProducer50 - 5
LG Energy Solution, Ltd.373220.KSSupplier50 - 6
Mainspring Energy, Inc.Supplier50 - 7
Wärtsilä Oyj AbpWRT1V.HEProducer50 - 8
Aggreko LtdSupplier45 - 9FCELFuelCell Energy, Inc.FCELSupplier45
- 10034020.KSDoosan Enerbility034020.KSProducer40
- 11
Generac Holdings Inc.GNRCSupplier40 - 12
Vistra CorpVSTProducer40 - 13
NRG Energy, Inc.NRGProducer35 - 14
Caterpillar Inc.CATSupplier30 - 15
Contemporary Amperex Technology Co., Limited300750.SZSupplier30 - 16
Cummins Inc.CMISupplier30 - 17
Rolls-Royce Holdings plcRR.LSupplier30
Frequently asked
What are the top Backup generation stocks?
By modeled exposure to Backup generation: Mitsubishi Heavy Industries, INNIO Group, Bloom Energy, Baker Hughes Company, LG Energy Solution, Ltd., Mainspring Energy, Inc.. The full ranked list of 17 names is below.
Which companies make Backup generation?
The names the model tags as producers or suppliers of Backup generation: Mitsubishi Heavy Industries, INNIO Group, Bloom Energy, Baker Hughes Company, LG Energy Solution, Ltd., Mainspring Energy, Inc..
What is Backup generation?
Generators and batteries that keep a data center running during grid outages.
What happens if Backup generation runs short?
Fuel, permitting or turbine supply constraints undercut the workaround.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.