Companies exposed to Substation capacity
The AI stocks the model maps to Substation capacity — part of the energy layer, ranked by how strongly each name is exposed.
12 companies · ranked by exposure
The capacity of the local substation that steps grid power down for a data center.
Full explainer: what Substation capacity is & who makes it →It is the physical handoff between grid capacity and on-site power delivery. When Substation 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 Substation capacity
- 1PWRQuanta ServicesPWRSupplier85
- 2
Hitachi EnergySupplier80 - 3SGState Grid Corporation of ChinaProducer68
- 4
Entergy CorporationETRProducer50 - 5
ExelonEXCProducer50 - 6
NARI Technology Co., Ltd.600406.SSSupplier40 - 7002028.SZSieyuan Electric Co., Ltd.002028.SZSupplier40
- 8TLNTalen Energy CorporationTLNSupplier35
- 9
HD Hyundai Electric Co., Ltd.267260.KSSupplier30 - 10
LS Electric Co., Ltd.010120.KSSupplier30 - 11
NRG Energy, Inc.NRGSupplier30 - 12
Vistra CorpVSTIntegrator30
Frequently asked
What are the top Substation capacity stocks?
By modeled exposure to Substation capacity: Quanta Services, Hitachi Energy, State Grid Corporation of China, Entergy Corporation, Exelon, NARI Technology Co., Ltd.. The full ranked list of 12 names is below.
Which companies make Substation capacity?
The names the model tags as producers or suppliers of Substation capacity: Quanta Services, Hitachi Energy, State Grid Corporation of China, Entergy Corporation, Exelon, NARI Technology Co., Ltd..
What is Substation capacity?
The capacity of the local substation that steps grid power down for a data center.
What happens if Substation capacity runs short?
Substation delays cap how much of a built campus can actually be powered.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.