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Grid, Power & Thermal Infrastructure stocks

Generation, grid, storage and thermal systems that power physical intelligence.

26 mapped stocks1 company-level buy signals26 technologies

L2 capability map

Grid Power technologies

Open a technology to understand the capability, evidence framework and every directly mapped public stock.

Research in development

Advanced Metering Infrastructure (AMI) and Smart Grid Distribution Automation

3 stocks mapped · Open research ↗ Full research

AI Data Center Power Density Limits

7 stocks mapped · Open research ↗ Research in development

Data center water cooling and water reuse systems

6 stocks mapped · Open research ↗ Research in development

Gallium nitride (GaN) power semiconductors on silicon

6 stocks mapped · Open research ↗ Research coming soon

Gas Peaking Generation

1 stock mapped · Open research ↗ Research in development

Gas turbines and grid-scale generation (aeroderivative and heavy-frame)

2 stocks mapped · Open research ↗ Research in development

Grid Construction / T&D Infrastructure Services

2 stocks mapped · Open research ↗ Research coming soon

Grid-scale battery energy storage systems (BESS)

1 stock mapped · Open research ↗ Research in development

HALEU enrichment

7 stocks mapped · Open research ↗ Research in development

Liquid cooling / CDU

5 stocks mapped · Open research ↗ Research in development

Liquid-cooled busbar and DC power distribution

8 stocks mapped · Open research ↗ Research coming soon

Long-duration energy storage (iron-flow)

0 stocks mapped · Open research ↗ Research coming soon

Long-duration energy storage (zinc-halide)

1 stock mapped · Open research ↗ Research in development

Medium-voltage switchgear

5 stocks mapped · Open research ↗ Research in development

Motion control and actuation

9 stocks mapped · Open research ↗ Research in development

Motor-control ICs and gate drivers (GaN and SiC drivers, smart gate drivers)

5 stocks mapped · Open research ↗ Research coming soon

Nuclear Baseload Power

1 stock mapped · Open research ↗ Research in development

Nuclear reactor components and naval propulsion

1 stock mapped · Open research ↗ Research in development

PFAS detection, treatment, and remediation

5 stocks mapped · Open research ↗ Research coming soon

Power plant EPC construction

1 stock mapped · Open research ↗ Research in development

Power semiconductors (IGBT, MOSFET, SiC modules) for grid and motor drives

7 stocks mapped · Open research ↗ Research in development

Sintered NdFeB Permanent Magnets (Heavy-REE)

4 stocks mapped · Open research ↗ Research coming soon

Small modular reactor design (VOYGR)

1 stock mapped · Open research ↗ Research coming soon

Sodium-cooled fast fission microreactor (SFR) — Aurora powerhouse 15-75 MWe

1 stock mapped · Open research ↗ Research in development

Transformers and grid interconnect

8 stocks mapped · Open research ↗ Research in development

Water infrastructure and environmental permitting for AI data centers

8 stocks mapped · Open research ↗

Grid, Power & Thermal Infrastructure stock picks

KEELKeel Infrastructure Corp.Water infrastructure and environmental permitting for AI data centers Grid, Power & Thermal InfrastructureEdge Compute & Control Silicon HOLD●●○○○ ●●○○○ $6.91Research target 8/26/26Last reviewed ↗ LEULEUHALEU enrichment Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $211.85Research target 8/26/26Last reviewed ↗ OKLOOklo Inc.Sodium-cooled fast fission microreactor (SFR) — Aurora powerhouse 15-75 MWe Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $80.00Research target 8/26/26Last reviewed ↗ SMRSMRSmall modular reactor design (VOYGR) Grid, Power & Thermal Infrastructure TRIM●●○○○ ●●○○○ $18.68Research target 8/26/26Last reviewed ↗ POWLPowell IndustriesMedium-voltage switchgear Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $318.56Research target 8/25/26Last reviewed ↗ FLNCFluence Energy, Inc.Grid-scale battery energy storage systems (BESS) Grid, Power & Thermal Infrastructure EXIT●●○○○ ●●○○○ $21.11Research target 8/23/26Last reviewed ↗ ETNEaton CorporationMedium-voltage switchgear Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $333.16Research target 8/19/26Last reviewed ↗ VSTVistra CorpNuclear power generation | Gas peaking generation Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $148.78Research target 8/19/26Last reviewed ↗ EOSEEos Energy Enterprises, Inc.Long-duration energy storage (zinc-halide) Grid, Power & Thermal Infrastructure WATCH○○○○○ ○○○○○ $7Research target 8/13/26Last reviewed ↗ BELFABel Fuse Inc.needs primary source validation Grid, Power & Thermal Infrastructure POOL●●○○○ ●●○○○ $38.00Research target 8/6/26Last reviewed ↗ FIXComfort Systems USA Inc.needs primary source validation Grid, Power & Thermal Infrastructure POOL●●○○○ ●●○○○ $1,325.96Research target 8/6/26Last reviewed ↗ FLSFlowserve Corporationneeds primary source validation Grid, Power & Thermal Infrastructure POOL●●○○○ ●●○○○ $63.82Research target 8/6/26Last reviewed ↗ MLIMueller Industries Inc.needs primary source validation Grid, Power & Thermal Infrastructure POOL●●○○○ ●●○○○ needs priceResearch target 8/6/26Last reviewed ↗ HUBBHubbell IncLiquid-cooled busbar and DC power distribution | Medium-voltage switchgear Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $407.18Research target 8/5/26Last reviewed ↗ ITRIItronAdvanced Metering Infrastructure (AMI) and Smart Grid Distribution Automation Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $102.35Research target 7/29/26Last reviewed ↗ XYLXylemWater infrastructure and pumping for AI data centers Grid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $144.56Research target 7/29/26Last reviewed ↗ PWRQuanta ServicesGrid Construction - T&D Infrastructure Services Grid, Power & Thermal Infrastructure ACCUMULATE●●○○○ ●●○○○ $476.21Research target 7/27/26Last reviewed ↗ NVTSNavitas Semiconductor Corp.GaN power ICs | SiC devices Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $8.50Research target 7/13/26Last reviewed ↗ CEGConstellation EnergyNuclear baseload power Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $263.75Research target 7/11/26Last reviewed ↗ EMREmerson Electric CoMotion control and actuation Actuation & Motion ControlManufacturing, EMS & Industrial AutomationGrid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $131.52Research target 7/10/26Last reviewed ↗ UUUUEnergy Fuels Inc.HALEU (High-Assay Low-Enriched Uranium) | Sintered NdFeB Permanent Magnets (Heavy-REE) Grid, Power & Thermal InfrastructureMaterials & Critical Components WATCH●●○○○ ●●○○○ $17.52Research target 7/10/26Last reviewed ↗ VRTVertiv HoldingsLiquid-cooled busbar and DC power distribution Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $178.66Research target 7/10/26Last reviewed ↗ AGXArgan IncPower plant EPC construction Grid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $295.45Research target 7/2/26Last reviewed ↗ CCJCameco CorpHALEU (High-Assay Low-Enriched Uranium) | HALEU enrichment (High-Assay Low-Enriched Uranium) Grid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $82.18Research target 6/24/26Last reviewed ↗ NNENano Nuclear Energy Inc.HALEU (High-Assay Low-Enriched Uranium) Grid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $41.29Research target 6/22/26Last reviewed ↗ AESAES CorporationTransformers and grid interconnect | Liquid-cooled busbar and DC power distribution Grid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $20.00Research target 6/15/26Last reviewed ↗