Companies exposed to Generation co-location
The AI stocks the model maps to Generation co-location — part of the energy layer, ranked by how strongly each name is exposed.
13 companies · ranked by exposure
Building a data center right next to a power plant so it can take electricity directly, without waiting on the public grid.
Full explainer: what Generation co-location is & who makes it →It is the main way frontier campuses can energize in 2–3 years instead of 5-plus, so its legal fate directly governs near-term AI capacity. When Generation co-location 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 Generation co-location
- 1IPIntersect PowerProducer80
- 2
Bloom EnergyBESupplier70 - 3
GE VernovaGEVSupplier70 - 4
Siemens EnergyENR.DESupplier70 - 5
Baker Hughes CompanyBKRSupplier50 - 6034020.KSDoosan Enerbility034020.KSSupplier50
- 7
Energy Transfer LPETSupplier50 - 8
Mitsubishi Heavy Industries7011.TSupplier50 - 9TPLTexas Pacific Land CorporationTPLSupplier50
- 10
The Williams Companies, Inc.WMBSupplier50 - 11
American Electric Power Company, Inc.AEPSupplier30 - 12
Curtiss-Wright CorporationCWSupplier30 - 13
Public Service Enterprise Group IncorporatedPEGR&D30
Frequently asked
What are the top Generation co-location stocks?
By modeled exposure to Generation co-location: Intersect Power, Bloom Energy, GE Vernova, Siemens Energy, Baker Hughes Company, Doosan Enerbility. The full ranked list of 13 names is below.
Which companies make Generation co-location?
The names the model tags as producers or suppliers of Generation co-location: Intersect Power, Bloom Energy, GE Vernova, Siemens Energy, Baker Hughes Company, Doosan Enerbility.
What is Generation co-location?
Building a data center right next to a power plant so it can take electricity directly, without waiting on the public grid.
What happens if Generation co-location runs short?
Regulators block or claw back co-location rights over ratepayer cost-shift, stranding campuses that skipped the interconnection queue.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.