Companies exposed to Power delivery chain
The AI stocks the model maps to Power delivery chain — part of the energy layer, ranked by how strongly each name is exposed.
61 companies · ranked by exposure
All the equipment that carries power from the grid to the servers without interruption.
Full explainer: what Power delivery chain is & who makes it →It converts secured grid power into usable, conditioned power at the rack. When Power delivery chain 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 Power delivery chain
- 1
VertivVRTProducer90 - 2
Delta Electronics2308.TWProducer85 - 3PWRQuanta ServicesPWRSupplier80
- 4
Schneider ElectricSU.PAProducer80 - 5SGState Grid Corporation of ChinaProducer80
- 6
ABBABBN.SWProducer75 - 7
Monolithic Power SystemsMPWRSupplier75 - 8
Oklo Inc.OKLOProducer75 - 9
EatonETNProducer74 - 10
Infineon TechnologiesIFXProducer70 - 11
Lite-On Technology2301.TWProducer70 - 12
LS Electric Co., Ltd.010120.KSSupplier70 - 13
Siemens AGSIE.DESupplier70 - 14
LegrandLR.PAProducer65 - 15
Dominion EnergyDSupplier60 - 16
PrysmianPRY.MISupplier60 - 176282.TWAcBel Polytech Inc.6282.TWSupplier55
- 18
NexansNEX.PASupplier55 - 19002851.SZShenzhen Megmeet Electrical Co., Ltd.002851.SZSupplier55
- 20TLNTalen Energy CorporationTLNProducer55
- 21VICRVicor CorporationVICRSupplier55
- 22
WolfspeedWOLFProducer55 - 23
Amphenol CorporationAPHSupplier50 - 246412.TWChicony Power Technology Co., Ltd.6412.TWSupplier50
- 25
ExelonEXCSupplier50 - 26
Flex Ltd.FLEXSupplier50 - 27
IES Holdings, Inc.IESCSupplier50 - 28002335.SZKehua Data Co., Ltd.002335.SZSupplier50
- 29
Navitas SemiconductorNVTSSupplier50 - 30
Samsung Electro-Mechanics Co., Ltd.009150.KSSupplier50 - 31
STMicroelectronicsSTMSupplier50 - 32
Sungrow Power Supply Co., Ltd.300274.SZSupplier50 - 33
Fuji Electric Co., Ltd.6504.TSupplier45 - 34
Texas InstrumentsTXNProducer45 - 35
WESCO International, Inc.WCCSupplier45 - 36
Analog DevicesADISupplier40 - 37
EMCOR Group, Inc.EMESupplier40 - 38
onsemiONSupplier40 - 39POWLPowell Industries, Inc.POWLSupplier40
- 40
Renesas Electronics6723.TSupplier40 - 41ESEmpower SemiconductorSupplier38
- 42AOSLAlpha and Omega SemiconductorAOSLSupplier35
- 43
GlencoreGLENSupplier35 - 44MCHPMicrochip TechnologyMCHPSupplier35
- 45
Cameco CorporationCCJSupplier30 - 46
Chroma ATE Inc.2360.TWSupplier30 - 47
Cummins Inc.CMISupplier30 - 481347.HKHua Hong Semiconductor1347.HKSupplier30
- 49
InnoScience (Suzhou) Technology2577.HKSupplier30 - 50
MasTec, Inc.MTZSupplier30 - 51MYRGMYR Group Inc.MYRGSupplier30
- 52
NARI Technology Co., Ltd.600406.SSSupplier30 - 53NVTnVentNVTSupplier30
- 54
Panasonic Holdings Corporation6752.TSupplier30 - 55
Power IntegrationsPOWISupplier30 - 56
Rexel S.A.RXL.PASupplier30 - 57002334.SZShenzhen INVT Electric002334.SZSupplier30
- 58002518.SZShenzhen Kstar Science & Technology002518.SZSupplier30
- 59
WEG S.A.WEGE3.SASupplier30 - 60
ROHM Co., Ltd.6963.TSupplier28 - 61688234.SSSICC Co. (Shandong Tianyue)688234.SSSupplier20
Frequently asked
What are the top Power delivery chain stocks?
By modeled exposure to Power delivery chain: Vertiv, Delta Electronics, Quanta Services, Schneider Electric, State Grid Corporation of China, ABB. The full ranked list of 61 names is below.
Which companies make Power delivery chain?
The names the model tags as producers or suppliers of Power delivery chain: Vertiv, Delta Electronics, Quanta Services, Schneider Electric, State Grid Corporation of China, ABB.
What is Power delivery chain?
All the equipment that carries power from the grid to the servers without interruption.
What happens if Power delivery chain runs short?
Distribution gear shortages or faults cap density or cause outages.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.