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AI '25: DC Power Infrastructure
13 tickers · $962.59B total market cap
Group: AI
AI '25: DC Power Infrastructure tracks 13 publicly listed stocks in this theme. Sample tickers: BE, CEG, ENR.XETRA, GEV, NRG, OKLO, PEG, QS, RR.LSE, SIE.XETRA, SMR, TLN, and 1 more. Use the table below for the full list.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
GE Vernova Inc.GEV | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 3.56% | 15.96% | 38.18% | -11.98% | $272.01B | 7.6923 |
Siemens AGSIE.XETRA | 05/13/2026 (BMO) | 05/13/2026 (BMO) | 0.03% | 2.84% | 4.21% | -6.29% | $231.60B | 7.6923 |
Siemens Energy AGENR.XETRA | 05/12/2026 (AMC) | 05/12/2026 (AMC) | -0.73% | -1.31% | 3.37% | -5.83% | $169.39B | 7.6923 |
Constellation Energy CorporationCEG | 05/11/2026 (BMO) | 05/11/2026 (BMO) | 10.91% | -3.45% | -6.82% | -11.08% | $81.82B | 7.6923 |
Bloom Energy CorporationBE | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 4.71% | 22.71% | 58.27% | -9.25% | $62.20B | 7.6923 |
Vistra Corp.VST | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -0.84% | -6.68% | -8.97% | -8.81% | $46.30B | 7.6923 |
Public Service Enterprise Group IncorporatedPEG | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 0.12% | -1.37% | -6.53% | -2.55% | $38.29B | 7.6923 |
NRG Energy, Inc.NRG | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 4.01% | -9.89% | -14.25% | -12.79% | $26.93B | 7.6923 |
Talen Energy CorporationTLN | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -5.23% | 6.59% | 3.68% | -23.27% | $14.81B | 7.6923 |
Oklo Inc.OKLO | 05/12/2026 (AMC) | 05/12/2026 (AMC) | -9.65% | -10.84% | 34.63% | -19.78% | $10.19B | 7.6923 |
QuantumScape CorporationQS | 04/22/2026 (AMC) | 04/22/2026 (AMC) | -12.36% | 6.16% | -5.43% | -1.48% | $4.64B | 7.6923 |
NuScale Power CorporationSMR | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -3.60% | -7.17% | -2.10% | -19.84% | $3.12B | 7.6923 |
Rolls-Royce Holdings plcRR.LSE | 02/26/2026 (AMC) | — | -1.43% | — | -13.00% | — | $1.30B | 7.6923 |
| Average | -0.81% | 1.13% | 6.56% | -11.08% | $74.05B | 7.6923 | ||
| Median | -0.73% | -1.34% | -2.10% | -10.16% | $38.29B | 7.6923 | ||
| Std Dev | 5.89% | 9.88% | 21.68% | 6.64% | $87.84B | 0.0% | ||
| Min | -12.36% | -10.84% | -14.25% | -23.27% | $1.30B | 7.6923 | ||
| Max | 10.91% | 22.71% | 58.27% | -1.48% | $272.01B | 7.6923 | ||
| % Positive Tickers | 46.15% | 41.67% | 46.15% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.