Companies exposed to Grid capacity
The AI stocks the model maps to Grid capacity — part of the energy layer, ranked by how strongly each name is exposed.
83 companies · ranked by exposure
The amount of electricity the local power grid can actually deliver to a data center.
Full explainer: what Grid capacity is & who makes it →Everything above it — chips, fabrics, models — is inert without delivered power, and grid timelines dwarf chip and building timelines. When Grid capacity 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 Grid capacity
- 1PWRQuanta ServicesPWRSupplier90
- 2SGState Grid Corporation of ChinaProducer88
- 3FRMIFermi Inc.FRMIProducer85
- 4
Hitachi EnergySupplier85 - 5
Oklo Inc.OKLOServices85 - 6TLNTalen Energy CorporationTLNProducer85
- 7
Vistra CorpVSTProducer85 - 8IRENIREN LimitedIRENIntegrator80
- 9
MicrosoftMSFTIntegrator80 - 10
Dominion EnergyDProducer75 - 11
NRG Energy, Inc.NRGProducer75 - 12
PrysmianPRY.MIProducer75 - 13SEISolaris Energy Infrastructure, Inc.SEISupplier75
- 14
Alphabet (Google)GOOGLIntegrator70 - 15
AmazonAMZNIntegrator70 - 16CIFRCipher MiningCIFRServices70
- 17
MetaMETAIntegrator70 - 18
Nebius Group N.V.NBISIntegrator70 - 19
NexansNEX.PAProducer70 - 20TVTennessee Valley AuthorityProducer70
- 21WULFTeraWulfWULFServices70
- 22
GE VernovaGEVSupplier68 - 23APLDApplied DigitalAPLDServices65
- 24CRCrusoeIntegrator65
- 25KPKairos PowerR&D65
- 26
NextEra EnergyNEEProducer65 - 27VLVoltaGrid LLCSupplier65
- 28
X-energyR&D65 - 29
Hut 8HUTServices60 - 30TETerraPowerR&D60
- 31
The AES CorporationAESProducer60 - 32
American Electric Power Company, Inc.AEPProducer55 - 33AGXArgan, Inc.AGXSupplier55
- 34
Constellation EnergyCEGSupplier55 - 35034020.KSDoosan Enerbility034020.KSSupplier55
- 36
Southern CompanySOProducer55 - 37
STACK InfrastructureIntegrator55 - 38
Caterpillar Inc.CATSupplier50 - 39
Contemporary Amperex Technology Co., Limited300750.SZSupplier50 - 40
Duke EnergyDUKProducer50 - 41
Entergy CorporationETRProducer50 - 42
Goodman GroupGMG.AXIntegrator50 - 43
HD Hyundai Electric Co., Ltd.267260.KSSupplier50 - 44600522.SHJiangsu Zhongtian Technology (ZTT)600522.SHSupplier50
- 45
MasTec, Inc.MTZSupplier50 - 46
Mitsubishi Heavy Industries7011.TSupplier50 - 47
NARI Technology Co., Ltd.600406.SSSupplier50 - 48
Public Service Enterprise Group IncorporatedPEGProducer50 - 49
Rolls-Royce Holdings plcRR.LR&D50 - 50
SempraSREProducer50 - 51
WEG S.A.WEGE3.SASupplier50 - 52
Westinghouse Electric CompanySupplier50 - 53
Siemens EnergyENR.DESupplier48 - 54
Baker Hughes CompanyBKRSupplier45 - 55
BrookfieldBAMProducer45 - 56
BWX TechnologiesBWXTSupplier45 - 57
Cameco CorporationCCJSupplier45 - 58
ENGIE SAENGI.PAProducer45 - 59
ExelonEXCProducer45 - 60FEFervo Energy CompanyProducer45
- 61
First SolarFSLRSupplier45 - 62
KazatompromKAPSupplier45 - 63LPLS Power Development, LLCProducer45
- 64
Wärtsilä Oyj AbpWRT1V.HESupplier45 - 65CFCommonwealth Fusion Systems LLCR&D40
- 66
Curtiss-Wright CorporationCWSupplier40 - 67
Energy Transfer LPETSupplier40 - 68
Helion Energy, Inc.R&D40 - 69HIHoltec InternationalProducer40
- 70
Iberdrola, S.A.IBE.MCProducer40 - 71
Orano SASupplier40 - 72
The Williams Companies, Inc.WMBSupplier40 - 73
UrencoSupplier40 - 74
Centrus Energy CorpLEUSupplier35 - 75
Dongfang Electric Corporation Limited600875.SSSupplier35 - 76
Flowserve CorporationFLSSupplier35 - 77MIRMirion Technologies, Inc.MIRSupplier35
- 78SMRNuScale PowerSMRSupplier35
- 79600487.SHHengtong Optic-Electric Co., Ltd.600487.SHSupplier30
- 80
Iron Mountain IncorporatedIRMIntegrator30 - 81
LG Energy Solution, Ltd.373220.KSSupplier30 - 82
Primoris Services CorporationPRIMSupplier30 - 83
Sungrow Power Supply Co., Ltd.300274.SZSupplier30
Frequently asked
What are the top Grid capacity stocks?
By modeled exposure to Grid capacity: Quanta Services, State Grid Corporation of China, Fermi Inc., Hitachi Energy, Oklo Inc., Talen Energy Corporation. The full ranked list of 83 names is below.
Which companies make Grid capacity?
The names the model tags as producers or suppliers of Grid capacity: Quanta Services, State Grid Corporation of China, Fermi Inc., Hitachi Energy, Talen Energy Corporation, Vistra Corp.
What is Grid capacity?
The amount of electricity the local power grid can actually deliver to a data center.
What happens if Grid capacity runs short?
Interconnection queues stretch to 5+ years, stranding built shells and forcing curtailment or behind-the-meter generation.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.