Grid, Storage & Electrification — live heat map & members
8 names · combined market cap $708B · part of the Energy Trade 68-name universe
After twenty years of flat demand, US electricity load is growing again — AI data centers, electrification and reshored factories all want power at once — and this bucket owns the equipment that has to be built for that to happen: GE Vernova's turbines and grid gear, Eaton's electrical systems, Vertiv's data-center power and cooling, Quanta's transmission crews, plus battery and fuel-cell players (Fluence, Eos, Bloom). The tell for these businesses is the backlog: orders stretch years out, and the market prices the growth long before revenue lands. That is also the risk — several names here re-rated hard on the AI power story and now carry expectations to match. Watch backlog growth and margins, and remember this bucket overlaps with the AI trade and can sell off with it.
| Ticker | Company | Industry | 1D | Market cap |
|---|---|---|---|---|
| GEV | GE Vernova Inc. | Specialty Industrial Machinery | +0.85% | $264B |
| ETN | Eaton Corporation, PLC | Specialty Industrial Machinery | +7.32% | $161B |
| PWR | Quanta Services, Inc. | Engineering & Construction | +1.43% | $100B |
| VRT | Vertiv Holdings, LLC | Electrical Equipment & Parts | +6.18% | $93B |
| BE | Bloom Energy Corporation | Electrical Equipment & Parts | -0.63% | $61B |
| HUBB | Hubbell Inc | Electrical Equipment & Parts | -0.24% | $25B |
| FLNC | Fluence Energy, Inc. | Utilities - Renewable | +3.41% | $2.6B |
| EOSE | Eos Energy Enterprises, Inc. | Electrical Equipment & Parts | -6.37% | $1.2B |
Other themes: Oil & Gas Majors · Shale & E&P · Oilfield Services · Midstream & LNG · Refining & Downstream · Nuclear & Uranium · Renewables & Solar · Power & IPPs
See all names on the energy stocks bubble map, or watch the whole sector live on the terminal.
Seed market caps are approximate and public; live values refresh on the map above and on each ticker page (delayed ~15 min). Membership follows the Energy Trade universe. "Hot" means attention, not direction. Education, not financial advice.