GEV+57.12%18.0%
CAT+104.74%16.0%
RR.LSE+44.18%13.0%
WRT1V.HE+24.25%12.0%
7011.T-1.39%11.0%
CMI+79.57%9.0%
ENR.XETRA+51.21%8.0%
GNRC+31.21%5.0%
BKR+26.19%4.0%
DPC+6.41%4.0%
As of Jul 27, 2026, 7:41 AM ET
Data Centers '26: Recip Engines & Gas Turbines Constituents
GE Vernova Inc.GEV | 18.0% | -1.79% | -5.00% | -10.72% | 54.96% | 15.93% | 206.15% | 57.12% | $270.26B |
Caterpillar Inc.CAT | 16.0% | -0.73% | -4.85% | -10.43% | 55.02% | 19.55% | 167.66% | 104.74% | $409.38B |
Rolls-Royce Holdings plcRR.LSE | 13.0% | 4.16% | 1.16% | -2.20% | 22.19% | 5.27% | 92.02% | 44.18% | $156.04B |
Wärtsilä Oyj AbpWRT1V.HE | 12.0% | 0.72% | 1.27% | -5.06% | -1.91% | -19.56% | 94.81% | 24.25% | $20.64B |
Mitsubishi Heavy Industries, Ltd.7011.T | 11.0% | 0.00% | 3.22% | 3.50% | -2.45% | -25.29% | 37.47% | -1.39% | $80.86B |
Cummins Inc.CMI | 9.0% | -0.22% | -1.78% | -2.75% | 29.99% | 13.65% | 107.36% | 79.57% | $91.71B |
Siemens Energy AGENR.XETRA | 8.0% | 0.58% | -2.17% | -7.35% | 21.70% | -12.38% | 179.85% | 51.21% | $147.16B |
Generac Holdings Inc.GNRC | 5.0% | -2.16% | -8.52% | -23.79% | 51.02% | -8.62% | 60.67% | 31.21% | $11.89B |
Baker Hughes CompanyBKR | 4.0% | 3.06% | 0.04% | 7.40% | 26.93% | -11.42% | 30.18% | 26.19% | $56.80B |
DPC Holdings Ltd.DPC | 4.0% | 1.99% | 8.45% | 4.93% | 6.41% | 6.41% | 6.41% | 6.41% | $7.24B |
| Theme return | — | 0.31% | -1.44% | 55.16% | 31.16% | 1.98% | 125.69% | 54.85% | — |
| Average | 10.0% | 0.56% | -0.82% | -4.65% | 26.39% | -1.65% | 98.26% | 42.35% | $125.20B |
| Median | 10.0% | 0.29% | -0.87% | -3.90% | 24.56% | -1.67% | 93.42% | 37.70% | $86.29B |
| Std Dev | 4.6% | 1.92% | 4.55% | 8.70% | 20.80% | 14.98% | 64.36% | 30.81% | $121.94B |
| Min | 4.0% | -2.16% | -8.52% | -23.79% | -2.45% | -25.29% | 6.41% | -1.39% | $7.24B |
| Max | 18.0% | 4.16% | 8.45% | 7.40% | 55.02% | 19.55% | 206.15% | 104.74% | $409.38B |
| % Positive Tickers | 50.00% | 50.00% | 30.00% | 80.00% | 50.00% | 100.00% | 90.00% |
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About this theme
Data Centers '26: Recip Engines & Gas Turbines tracks 10 publicly listed stocks in this theme: 7011.T, BKR, CAT, CMI, DPC, ENR.XETRA, GEV, GNRC, RR.LSE, WRT1V.HE. See the constituent table for details.