Electrical Equipment & Parts

#93 of 100·6 names·$157BRanked by 1M vs S&P 500

1D

-2.6%

vs S&P -1.8%

1W

+4.5%

vs S&P +2.3%

1M

-9.5%

vs S&P -6.9%

3M

-26.2%

vs S&P -23.4%

Breadth

17%

of names above their 50-day average

2 theses reaching here

Spending on AI data centers keeps orders flowing to suppliers of chips, network gear, cables and chipmaking tools141 sourcesVRT Tech giants' long-term power deals for AI data centers bring years of orders for power equipment makers72 sourcesAYI VRT HUBB

6 names in this industry

S&P 500Reference1D -0.8%1W +2.2%1M -2.7%3M -2.8%


AYIAcuity Inc.	-0.1%	+2.2%	+9.3%	-8.4%
HUBBHubbell Incorporated	-0.5%	+1.4%	-6.3%	-13.6%
VRTVertiv Holdings Co	-4.2%	+9.9%	-6.4%	-31.3%
AEISAdvanced Energy Industries, Inc.	-4.9%	+10.4%	-13.7%	-37.6%
ENSEnerSys	-4.3%	-3.8%	-18.1%	-30.1%
NVTnVent Electric plc	-1.6%	+7.0%	-22.0%	-35.9%

12 recent connections

Oct 22Doubts over Meta's huge spending commitments reach Vertiv, which sells power and cooling for data centersVRT Sep 2Import Ban on BESS & Transformers Forces Domestic Grid Hardware BuildoutHUBB Sep 1India's Sovereign AI GPU Buildout Forces Nvidia's US Supply Chain Into OvertimeVRT Aug 18Ohio AI Megasite's Hidden Winner: Midwest Grid Infrastructure, Not NvidiaHUBB Aug 16US AI Alliance Push Forces Emerging-Market Cloud Buildout—Long US Hyperscaler Infrastructure SuppliersVRT Aug 15Nvidia's $500B AI Financing Arm Is A Demand Guarantee For Power InfrastructureVRT Aug 7SpaceX 10GW Compute Buildout Makes Microsoft the Hidden Power Procurement CrisisVRT Jul 30China AI Selloff Creates Entry Point for US-Listed Picks-and-Shovels Infrastructure PlaysVRT Jul 27Nvidia Credit Scare Misses the Real Winner: Power Infrastructure SuppliersVRT Jul 24Grid Infrastructure Bottleneck: The Overlooked Chokepoint in America's Electrification SurgeAYI HUBB Jul 16TSMC's 3-Year AI Runway Quietly Rescues US Grid Equipment SuppliersVRT HUBB Jul 9Data Center NIMBYism Forces AI Build-Out Into Power Grid Bottlenecks — Long Grid EquipmentVRT HUBB

Adjacent

Aerospace & Defense Communication Equipment Computer Hardware Electronic Components Engineering & Construction Scientific & Technical Instruments Semiconductor Equipment & Materials Semiconductors Specialty Industrial Machinery

Adjacency is derived from our own theses, never from price correlation.

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