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 | 6M | Chokepoints |
|---|---|---|---|---|---|---|
| CEG | Constellation Energy Corporation | core | $285.97-2.7% | $89.0B | -5.2% | power-grid |
| ETN | Eaton Corporation plc | core | $409.15-1.5% | $152.0B | +15.1% | power-grid |
| GEV | GE Vernova Inc. | core | $923.91-2.9% | $260.0B | +14.8% | power-grid |
| VST | Vistra Corp. | core | $147.05-2.7% | $54.0B | -7.5% | power-grid |
| HUBB | Hubbell Incorporated | watch | $452.41-0.6% | $26.0B | -3.2% | power-grid |
| PWR | Quanta Services, Inc. | watch | $618.73-1.3% | $108.0B | +10.7% | power-grid |
| TLN | Talen Energy Corporation | watch | $311.54-2.5% | $18.0B | -1.5% | power-grid |
| CLF | Cleveland-Cliffs Inc. | speculative | $11.83-2.2% | $7.6B | +39.8% | power-grid |
Quote shows the latest price and daily change; the 6M 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.