AI Utilities

The picks-and-shovels of the AI era. Nuclear, gas and renewable operators signing long-term power deals with hyperscalers. AI is an electricity story before it is a software story.

53 assets6 with editorial scoresPower the buildout

Tier 1

Core holdings — the best blend of safety and structural growth.

Constellation Energy

CEGStockAI Utilities

The largest US fleet of carbon-free nuclear, contracted to hyperscalers.

Upside: 7.5
Safety: 9.0
AI exposure: 10.0

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Reference cap $105.60 B · 12 Oct 2026 · unverified

Not reviewed

Tier 1 research

Vistra

VSTStockAI Utilities

Merchant power with leveraged exposure to PJM and Texas AI load growth.

Upside: 8.5
Safety: 7.0
AI exposure: 9.0

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Reference cap $54.19 B · 12 Oct 2026 · unverified

Not reviewed

Tier 1 research

NextEra Energy

NEEStockAI Utilities

The largest US clean-energy developer — a steady compounder with a fortress profile.

Upside: 6.5
Safety: 10.0
AI exposure: 7.5

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Reference cap $161.38 B · 12 Oct 2026 · unverified

Not reviewed

Tier 1 research

Tier 2

Higher upside, moderate safety — more reward, more to watch.

AES Corporation

AESStockAI Utilities

A pure-play 'build power for the AI customer' model with direct hyperscaler integration.

Upside: 8.0
Safety: 7.0
AI exposure: 9.0

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Not reviewed

Tier 2 research

NiSource

NIStockAI Utilities

A mid-cap regulated utility landing Alphabet + Amazon data-centre load.

Upside: 7.0
Safety: 8.0
AI exposure: 7.5

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Not reviewed

Tier 2 research

iShares Global Clean Energy ETF

ICLNETFAI & Growth ETFs

Diversified clean-energy exposure as data centres strain the grid.

Upside: 7.0
Safety: 5.5
AI exposure: 6.5

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Not reviewed

Tier 2 research

More in AI Utilities

Catalog entries awaiting research scores.

GE Vernova

GEVStockAI Utilities

Power & grid equipment · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $267.59 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

ABB

ABBN.SWStockAI Utilities

Electrification · Switzerland. Added from the reference list; research pending.

Scores pending research

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Reference cap $174.21 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Schneider Electric

SU.PAStockAI Utilities

Electrification / DC power · France. Added from the reference list; research pending.

Scores pending research

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Reference cap $169.27 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Eaton

ETNStockAI Utilities

Electrical / DC power · Ireland. Added from the reference list; research pending.

Scores pending research

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Reference cap $166.83 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Iberdrola

IBE.MCStockAI Utilities

Utility · Spain. Added from the reference list; research pending.

Scores pending research

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Reference cap $161.65 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Siemens Energy

ENR.FStockAI Utilities

Power & grid equipment · Germany. Added from the reference list; research pending.

Scores pending research

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Reference cap $138.95 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

China Yangtze Power

600900.SSStockAI Utilities

Hydro utility · China. Added from the reference list; research pending.

Scores pending research

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Reference cap $107.42 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Quanta Services

PWRStockAI Utilities

Grid construction · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $106.13 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Enel

ENEL.MIStockAI Utilities

Utility · Italy. Added from the reference list; research pending.

Scores pending research

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Reference cap $99.38 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Southern Company

SOStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $99.12 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Vertiv

VRTStockAI Utilities

DC power & cooling · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $93.46 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Duke Energy

DUKStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $90.95 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Bloom Energy

BEStockAI Utilities

On-site fuel cells · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $82.61 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

TAQA

TAQA.AEStockAI Utilities

Utility · UAE. Added from the reference list; research pending.

Scores pending research

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Reference cap $81.43 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

National Grid

NGGStockAI Utilities

Grid utility · UK. Added from the reference list; research pending.

Scores pending research

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Reference cap $76.89 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

American Electric Power

AEPStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $66.85 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

ENGIE

ENGI.PAStockAI Utilities

Utility · France. Added from the reference list; research pending.

Scores pending research

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Reference cap $65.55 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Dominion Energy

DStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $54.21 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Sempra

SREStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $53.18 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

RWE

RWE.DEStockAI Utilities

Utility · Germany. Added from the reference list; research pending.

Scores pending research

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Reference cap $51.35 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

E.ON

EOAN.DEStockAI Utilities

Utility · Germany. Added from the reference list; research pending.

Scores pending research

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Reference cap $50.74 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Entergy

ETRStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $49.11 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Endesa

ELE.MCStockAI Utilities

Utility · Spain. Added from the reference list; research pending.

Scores pending research

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Reference cap $48.31 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Xcel Energy

XELStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $46.08 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Exelon

EXCStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $43.02 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

SSE

SSE.LStockAI Utilities

Utility · UK. Added from the reference list; research pending.

Scores pending research

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Reference cap $39.88 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

PG&E

PCGStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $39.42 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Consolidated Edison

EDStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $39.23 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Adani Power

ADANIPOWER.NSStockAI Utilities

IPP · India. Added from the reference list; research pending.

Scores pending research

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Reference cap $37.72 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

DEWA

DEWA.AEStockAI Utilities

Utility · UAE. Added from the reference list; research pending.

Scores pending research

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Reference cap $36.75 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

PSEG

PEGStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $36.01 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

WEC Energy Group

WECStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $33.80 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

ACWA Power

2082.SRStockAI Utilities

IPP · Saudi Arabia. Added from the reference list; research pending.

Scores pending research

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Reference cap $33.61 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

CGN Power

003816.SZStockAI Utilities

Nuclear · China. Added from the reference list; research pending.

Scores pending research

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Reference cap $33.58 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

ČEZ Group

CEZ.PRStockAI Utilities

Utility · Czech Republic. Added from the reference list; research pending.

Scores pending research

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Reference cap $33.16 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

NTPC

NTPC.NSStockAI Utilities

Utility · India. Added from the reference list; research pending.

Scores pending research

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Reference cap $31.13 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Naturgy

NTGY.MCStockAI Utilities

Utility · Spain. Added from the reference list; research pending.

Scores pending research

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Reference cap $30.93 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Ameren

AEEStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $28.29 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

AXIA Energia

AXIA3.SAStockAI Utilities

Utility · Brazil. Added from the reference list; research pending.

Scores pending research

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Reference cap $27.50 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Fortis

FTSStockAI Utilities

Utility · Canada. Added from the reference list; research pending.

Scores pending research

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Reference cap $27.23 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

nVent Electric

NVTStockAI Utilities

Electrical / DC cooling · UK. Added from the reference list; research pending.

Scores pending research

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Reference cap $27.09 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

DTE Energy

DTEStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $26.40 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Ørsted

ORSTED.COStockAI Utilities

Offshore wind · Denmark. Added from the reference list; research pending.

Scores pending research

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Reference cap $26.35 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

FirstEnergy

FEStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $26.02 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

PPL

PPLStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $25.77 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

CenterPoint Energy

CNPStockAI Utilities

Utility · USA. Added from the reference list; research pending.

Scores pending research

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Reference cap $25.42 B · 12 Oct 2026 · unverified

Not reviewed

Research pending

Verbund

OEWA.FStockAI Utilities

Hydro utility · Austria. Added from the reference list; research pending.

Scores pending research

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Reference cap $25.24 B · 12 Oct 2026 · unverified

Not reviewed

Research pending