AI Value ChainSupply constrained
Layer 1 of 6
Power & Energy
Nuclear, grid and electrical-equipment buildout that powers AI data centers. Compute is now gated by megawatts, making power the new upstream bottleneck of the entire chain.
Momentum
570–100 composite
Today
+2.00%cap-weighted
MTD
-8.99%month-to-date
YTD
+24.59%year trend
Tracked Cap
924.65B11 names
Price Explorer
$253.76+2.86%
Why it matters
The electrons behind every token.
2026 capex / spend$95B
Breadth advancing82%
Power & Energy · Constituents
| Company | Role | Weight | Last | Change | Mkt Cap | Trend |
|---|---|---|---|---|---|---|
CEG Constellation Energy | Core | $253.76 | +2.86% | |||
VST Vistra Corp. | Core | $148.02 | +1.12% | |||
GEV GE Vernova | Core | $940.66 | +3.74% | |||
NEE NextEra Energy | Core | $85.99 | +1.36% | |||
ETN Eaton Corp. | Core | $391.39 | -0.57% | |||
VRT Vertiv Holdings | Core | $302.87 | +1.68% | |||
TLN Talen Energy | Core | $360.54 | +4.56% | |||
NRG NRG Energy | Core | $125.47 | +1.43% | |||
CCJ Cameco Corp. | Enabler | $100.96 | +2.01% | |||
OKLO Oklo Inc. | Adjacent | $57.49 | -0.64% | |||
SMR NuScale Power | Adjacent | $9.89 | +3.34% |