Stack role
Power & energy
Generation, grid equipment, and power delivery that feed data halls and fabs. In this map it is the electrical path from the utility to the rack.
Covered names
- ETN Eaton 7.45 watch
- MPWR Monolithic Power Systems 7.18 watch
- HUBB Hubbell 7.00 watch
- CCJ Cameco 6.82 watch
- FSLR First Solar 6.73 watch
- POWI Power Integrations 6.55 watch
- JCI Johnson Controls 6.46 watch
- NRG NRG Energy 6.46 watch
- ON onsemi 6.46 watch
- NEE NextEra Energy 6.25 watch
- CEG Constellation Energy 6.15 watch
- GEV GE Vernova 6.15 watch
Other roles
Analog / power ICs
Cooling / thermal
Data-center infra
Earth observation
EDA / design
Foundry
GPU / AI accelerators
Ground systems
HBM / memory
Hyperscaler
Lithography
Materials
Networking & optics
Packaging / OSAT
Power & energy
Quantum compute
Satellite communications
Security software
Solar power
Space launch
Spacecraft
Storage
Test / metrology
Wafer equipment