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
480–100 composite
Today
-0.38%cap-weighted
MTD
+7.28%month-to-date
YTD
-11.12%year trend
Tracked Cap
912.61B11 names
Price Explorer
$291.94-0.66%
Why it matters
The electrons behind every token.
2026 capex / spend$95B
Breadth advancing18%
Power & Energy · Constituents
| Company | Role | Weight | Last | Change | Mkt Cap | Trend |
|---|---|---|---|---|---|---|
CEG Constellation Energy | Core | $291.94 | -0.66% | |||
VST Vistra Corp. | Core | $158.83 | +0.44% | |||
GEV GE Vernova | Core | $997.99 | +0.12% | |||
NEE NextEra Energy | Core | $77.97 | -0.69% | |||
ETN Eaton Corp. | Core | $425.21 | -0.35% | |||
VRT Vertiv Holdings | Core | $235.10 | -1.78% | |||
TLN Talen Energy | Core | $377.00 | -0.73% | |||
NRG NRG Energy | Core | $105.31 | -1.00% | |||
CCJ Cameco Corp. | Enabler | $85.98 | -0.16% | |||
OKLO Oklo Inc. | Adjacent | $31.58 | -1.96% | |||
SMR NuScale Power | Adjacent | $6.57 | -2.01% |