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Data Centers '25: Gas & Turbine
6 tickers · $1.06T total market cap
Group: Data Centers
Data Centers '25: Gas & Turbine tracks 6 publicly listed stocks in this theme: 7011.T, BKR, CAT, GEV, RR.LSE, RTX. See the constituent table for details.
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 |
|---|---|---|---|---|---|---|---|---|
Caterpillar Inc.CAT | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 2.19% | 9.83% | 23.23% | -3.32% | $401.98B | 16.6667 |
GE Vernova Inc.GEV | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 3.56% | 15.96% | 38.18% | -11.98% | $272.01B | 16.6667 |
RTX CorporationRTX | 04/21/2026 (BMO) | 04/21/2026 (BMO) | 2.75% | -7.60% | -1.84% | -3.55% | $236.95B | 16.6667 |
Mitsubishi Heavy Industries, Ltd.7011.T | 05/12/2026 | 05/12/2026 | 1.30% | -1.07% | -12.15% | -6.35% | $86.84B | 16.6667 |
Baker Hughes CompanyBKR | 04/23/2026 (BMO) | 04/23/2026 (BMO) | 4.78% | 10.23% | 10.69% | -5.03% | $65.43B | 16.6667 |
Rolls-Royce Holdings plcRR.LSE | 02/26/2026 (AMC) | — | -1.43% | — | -13.00% | — | $1.30B | 16.6667 |
| Average | 2.19% | 5.47% | 7.52% | -6.05% | $177.42B | 16.6667 | ||
| Median | 2.47% | 9.83% | 4.43% | -5.03% | $161.89B | 16.6667 | ||
| Std Dev | 1.95% | 8.55% | 18.67% | 3.16% | $138.26B | 0.0% | ||
| Min | -1.43% | -7.60% | -13.00% | -11.98% | $1.30B | 16.6667 | ||
| Max | 4.78% | 15.96% | 38.18% | -3.32% | $401.98B | 16.6667 | ||
| % Positive Tickers | 83.33% | 60.00% | 50.00% | 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%.