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Power & Cooling
Generation, grid gear, thermal management
AI data centers draw far more electricity per rack than the previous generation and run too hot for air alone. Generators, grid equipment and liquid-cooling suppliers are the physical limit on how fast capacity can be added.
| Company | Ticker |
|---|---|
| Vistra Power generator, including nuclear, signing long-term supply deals with data centers. | VST |
| Constellation Energy Largest US nuclear fleet; power-purchase agreements with data-center operators. | CEG |
| GE Vernova Gas turbines and grid equipment for new data-center power. | GEV |
| Eaton Electrical distribution and power-quality equipment inside data centers. | ETN |
| Vertiv Power and liquid-cooling infrastructure for AI racks. | VRT |
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Latest 10-K, 10-Q and 8-K filings in Power & Cooling
Source: SEC EDGAR- VRT8-KCurrent report · items 8.01,9.012026-09-02documentfolder
- VRT8-KCurrent report · items 1.01,7.01,9.012026-09-02documentfolder
- GEV8-KCurrent report · items 5.022026-08-27documentfolder
- VST10-QQuarterly report2026-08-10documentfolder
- VST8-KEarnings release · items 2.02,9.012026-08-07documentfolder
- CEG8-KEarnings release · items 2.02,7.01,9.012026-08-06documentfolder
- CEG10-QQuarterly report2026-08-06documentfolder
- CEG8-KCurrent report · items 5.02,9.012026-08-05documentfolder
- ETN8-KEarnings release · items 2.02,9.012026-07-31documentfolder
- ETN10-QQuarterly report2026-07-31documentfolder
- VRT8-KEarnings release · items 2.02,7.01,9.012026-07-29documentfolder
- VRT10-QQuarterly report2026-07-29documentfolder
- GEV8-KEarnings release · items 2.02,9.012026-07-22documentfolder
- GEV10-QQuarterly report2026-07-22documentfolder
- VST8-KCurrent report · items 1.01,2.03,9.012026-07-16documentfolder