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Industries

Utilities - Independent Power Producers

Technology
#81 of 100▲14·4 names·$179BRanked by 1M vs S&P 500
1D
+1.6%
vs S&P +1.9%
1W
+20.3%
vs S&P +17.0%
1M
-1.3%
vs S&P +0.3%
3M
-6.2%
vs S&P -3.8%
Breadth
50%
of names above their 50-day average

2 theses reaching here

Power demand from AI data centers will keep lifting US natural gas producers and pipeline companies for years50 sourcesState-level restrictions on data center construction reduce electricity demand growth, hurting independent power generators that rely on it16 sourcesNRG VST

4 names in this industry

S&P 500Reference1D -0.4%1W +3.3%1M -1.6%3M -2.5%

TLNTalen Energy Corporation
+2.1%+22.3%+7.9%+6.6%
CEGConstellation Energy Corporation
+2.8%+17.8%+1.0%-0.0%
NRGNRG Energy, Inc.
+0.6%+21.7%-2.8%-22.3%
VSTVistra Corp.
+0.8%+19.2%-11.4%-9.2%

12 recent connections

Nov 4Democrats' win in Texas and its data center curbs reach power generators Vistra and NRG EnergyNRG VSTSep 6Data centers head for regions with spare power, which could help Constellation, Vistra and EntergyCEG VSTAug 16Nvidia's $3B Ohio AI Campus Bet Quietly Crowns US Grid OperatorsCEGAug 15Nvidia's $500B AI Financing Arm Is A Demand Guarantee For Power InfrastructureCEGAug 8Nvidia's Lancium Bet Silently Crowns US Power Infrastructure as AI's Scarce InputCEG TLNJul 28AI CapEx Squeeze Redirects Cash to Power Grid: Long US Utility-Scale Power ProducersCEGJul 17DeepSeek Déjà Vu Punishes Semis — But Power Demand Is Structurally ImmuneCEG TLNJul 14Chinese AI Cost Disruption Forces US Cloud Giants to Compete on Margin — Long Infrastructure Picks Up the SlackCEGJul 7Amazon's $25B bond sale for AI data centers could lift demand for US power producers and grid gearCEG TLNJun 28European AI Infrastructure Hunt Quietly Re-Rates US Power & Grid EnablersCEG NRG VSTJun 28China's Solar Dominance Forces US Utilities Into Domestic AlternativesCEG TLNJun 28AI Power Crunch Reroutes Capital From Software to Grid InfrastructureCEG TLN

Adjacent

Oil & Gas E&POil & Gas IntegratedOil & Gas Midstream

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

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