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THEME · RULES BASKET

Power Grid and Electrification Stocks: AI Power Theme

AI clusters are a power story as much as a chip story. This basket mixes utilities, grid equipment, and select industrials that show up when data-center interconnection and transmission spend accelerate. Use it beside the AI Semiconductors theme — chips without megawatts stall.

Utilities · equipment · data-center power · delayed quotes · quote mode desk · as-of 2026-10-04T13:17:49 · Markets Desk

Open basket in Terminal ↗Daily Brief →

Indexable — rules + methodology + FAQ ship with this hub.

Names7

Up / Down4 / 3

Missing quotes0

Constituents

Delayed public quotes. Empty cells stay — — never filled with estimates.

Ticker	Role	Last	Day %	Volume
VST Vistra Corp.	Power generation / retail	140.02	+0.19%	12.5M
CEG Constellation Energy Corporatio	Nuclear / large load	257.49	-0.55%	3.7M
NRG NRG Energy, Inc.	Generation / retail power	95.23	-1.75%	3.3M
ETN Eaton Corporation, PLC	Electrical equipment	436.11	-0.27%	2.1M
GEV GE Vernova Inc.	Electrification equipment	988.70	+0.13%	2.2M
PWR Quanta Services, Inc.	Grid infrastructure services	676.56	+2.11%	868K
AME AMETEK, Inc.	Specialty electrical / electronic	251.93	+1.14%	1.6M

OpenBB lab offline — Desk mode (Stooq/Yahoo + news tape). Not Bloomberg data.

Methodology

Names must have a clear, disclosed link to grid investment, electrical equipment for data centers / utilities, or regulated power serving large load growth. Equal-weight scan table only.

Weekly desk note

Saturday pipeline writes theme notes into Prisma Article (Markets Desk). Until the latest note is approved, this hub stays the indexable rules page — not a thin quote dump.

Read today's Daily Brief →

FAQ

Is this a clean-energy list?: Not exactly. It prioritizes grid capacity and electrical equipment tied to large loads, including AI data centers, over a pure renewables screen.
Why no copper miners?: Wave-1 stays closer to power delivery and equipment. Commodity names can join later if desk rules expand.