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
460–100 composite
Today
-0.02%cap-weighted
MTD
+0.55%month-to-date
YTD
+10.43%year trend
Tracked Cap
975.52B11 names
Price Explorer
$278.64-0.01%
Why it matters
The electrons behind every token.
2026 capex / spend$95B
Breadth advancing36%
Power & Energy · Constituents
| Company | Role | Weight | Last | Change | Mkt Cap | Trend |
|---|---|---|---|---|---|---|
CEG Constellation Energy | Core | $278.64 | -0.01% | |||
VST Vistra Corp. | Core | $146.40 | -0.19% | |||
GEV GE Vernova | Core | $1,049.42 | +0.92% | |||
NEE NextEra Energy | Core | $86.01 | +0.27% | |||
ETN Eaton Corp. | Core | $453.33 | -1.44% | |||
VRT Vertiv Holdings | Core | $287.07 | -0.45% | |||
TLN Talen Energy | Core | $358.40 | -1.83% | |||
NRG NRG Energy | Core | $119.75 | -0.75% | |||
CCJ Cameco Corp. | Enabler | $97.75 | -1.29% | |||
OKLO Oklo Inc. | Adjacent | $46.45 | +2.92% | |||
SMR NuScale Power | Adjacent | $9.85 | +2.71% |