AllI · HBM & memory bandwidthII · Advanced packaging & CoWoSIII · Lithography & EUV opticsIV · Leading-edge foundryV · Power, grid & generationVI · Liquid cooling & thermalVII · Optical interconnect & networkingVIII · Substrates, resist & wafer materialsIX · Accelerators & the capex layerX · Private giants & exposure vehicles
| Ticker | Name | Tier ↓ | Quote | Mkt cap | 1W | Chokepoints |
|---|---|---|---|---|---|---|
| CEG | Constellation Energy Corporation | core | $252.48-0.4% | $89.0B | -2.5% | power-grid |
| ETN | Eaton Corporation plc | core | $371.92+1.6% | $152.0B | -2.6% | power-grid |
| GEV | GE Vernova Inc. | core | $855.12+4.9% | $260.0B | -4.0% | power-grid |
| VST | Vistra Corp. | core | $141.73+1.1% | $54.0B | -5.7% | power-grid |
| HUBB | Hubbell Incorporated | watch | $459.40+2.5% | $26.0B | +0.0% | power-grid |
| PWR | Quanta Services, Inc. | watch | $563.93+3.2% | $108.0B | -5.4% | power-grid |
| TLN | Talen Energy Corporation | watch | $337.78+3.0% | $18.0B | -3.3% | power-grid |
| CLF | Cleveland-Cliffs Inc. | speculative | $13.38-3.7% | $7.6B | -2.0% | power-grid |
Quote shows the latest price and daily change; the 1W column is the total return over that window. Quotes delayed up to 15 minutes; tiers are editorial conviction, not ratings. Click a column header to sort.