PXPXS RESEARCH
← Physical AI research Physical AI · L2 · Grid Power

Grid, Power & Thermal Infrastructure stocks

By Published by PXS Research Updated

Generation, grid, storage and thermal systems that power physical intelligence.

36 mapped stocks2 company-level buy signals28 technologies
L2 capability map

Grid Power technologies

Open a technology to understand the capability, evidence framework and every directly mapped public stock.

Deep Dive

Advanced Metering Infrastructure (AMI) and Smart Grid Distribution Automation

3 stocks mapped · Open research Deep Dive

AI Data Center Power Density Limits

7 stocks mapped · Open research GuideCurated

AI server 48V power delivery (multiphase VRM for GPU)

0 stocks mapped · Open research Deep Dive

AI-factory operations control agents

2 stocks mapped · Open research GuideCurated

Data center water cooling and water reuse systems

0 stocks mapped · Open research Deep Dive

Gallium nitride (GaN) power semiconductors on silicon

7 stocks mapped · Open research Deep Dive

Gas turbines and grid-scale generation (aeroderivative and heavy-frame)

3 stocks mapped · Open research Deep Dive

Grid & Power Infrastructure

38 stocks mapped · Open research Deep Dive

Grid Construction / T&D Infrastructure Services

2 stocks mapped · Open research Deep Dive

HALEU enrichment

7 stocks mapped · Open research Deep Dive

Liquid cooling / CDU

5 stocks mapped · Open research Deep Dive

Liquid-cooled busbar and DC power distribution

7 stocks mapped · Open research Deep Dive

Lithium-Ion Grid Storage

2 stocks mapped · Open research Deep Dive

Long-duration energy storage (iron-flow)

0 stocks mapped · Open research Deep Dive

Long-duration energy storage (zinc-halide)

1 stock mapped · Open research Deep Dive

Medium-voltage switchgear

5 stocks mapped · Open research GuideCurated

Motion control and actuation

0 stocks mapped · Open research Deep Dive

Motor-control ICs and gate drivers (GaN and SiC drivers, smart gate drivers)

6 stocks mapped · Open research Deep Dive

Nuclear reactor components and naval propulsion

1 stock mapped · Open research Deep Dive

Ocean Wave-Powered Offshore AI Compute

0 stocks mapped · Open research Deep Dive

PFAS detection, treatment, and remediation

5 stocks mapped · Open research GuideCurated

Power management ICs (PMICs) for AI edge and robotics

1 stock mapped · Open research Deep Dive

Power semiconductors (IGBT, MOSFET, SiC modules) for grid and motor drives

9 stocks mapped · Open research Deep Dive

Silicon-anode Li-ion battery materials

1 stock mapped · Open research Deep Dive

Sintered NdFeB Permanent Magnets (Heavy-REE)

4 stocks mapped · Open research Deep Dive

Solid-Oxide Fuel Cells

1 stock mapped · Open research Deep Dive

Transformers and grid interconnect

8 stocks mapped · Open research Deep Dive

Water infrastructure and environmental permitting for AI data centers

9 stocks mapped · Open research

Grid, Power & Thermal Infrastructure stock picks

Signal
Buy includes New Buy and Accumulate.

Filters ↑
MSFTMICROSOFT CORPWater infrastructure and environmental permitting for AI data centers Grid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $619.62Research target 10/21/26Last reviewed BELFABel Fuse Inc.Power supplies, magnetics & circuit protection for data center/networking equipment Grid, Power & Thermal Infrastructure POOL●●○○○ ●●○○○ $38.00Research target 10/12/26Last reviewed FIXComfort Systems USA Inc.Data center mechanical/electrical contracting + modular (offsite) manufacturing Grid, Power & Thermal Infrastructure POOL●●○○○ ●●○○○ $2147.51Research target 10/12/26Last reviewed FLSFlowserve CorporationPumps, valves & seals for data-center liquid cooling Grid, Power & Thermal Infrastructure POOL●●○○○ ●●○○○ $85.75Research target 10/12/26Last reviewed MLIMueller Industries Inc.Engineered copper tubing & brass alloys for liquid-cooling loops Grid, Power & Thermal Infrastructure POOL●●○○○ ●●○○○ $76.00Research target 10/12/26Last reviewed HUBBHubbell IncLiquid-cooled busbar and DC power distribution | Medium-voltage switchgear Grid, Power & Thermal Infrastructure HOLD●●●●● ●●●●● $537.32Research target 9/15/26Last reviewed KEELKeel Infrastructure Corp.Water infrastructure and environmental permitting for AI data centers Grid, Power & Thermal InfrastructureEdge Compute & Control Silicon ACCUMULATE●○○○○ ●○○○○ $5.65Research target 9/15/26Last reviewed MPWRMonolithic Power SystemsPower-management ICs for AI servers and industrial electrification Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $1653.90Research target 9/15/26Last reviewed VRTVertiv HoldingsLiquid-cooled busbar and DC power distribution Grid, Power & Thermal Infrastructure HOLD●○○○○ ●○○○○ $323.85Research target 9/15/26Last reviewed CATCaterpillar Inc.Backup power gensets / industrial machinery Grid, Power & Thermal Infrastructure POOL○○○○○ ○○○○○ $996.60Research target 9/13/26Last reviewed BEBloom Energy CorporationSolid-oxide fuel cells (SOFC) Grid, Power & Thermal Infrastructure POOL●●○○○ ●●○○○ $295.34Research target 9/6/26Last reviewed OKLOOklo Inc.Sodium-cooled fast fission microreactor (SFR) — Aurora powerhouse 15-75 MWe Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $51.75Research target 9/6/26Last reviewed BWXTBWX TechnologiesHALEU (High-Assay Low-Enriched Uranium) Grid, Power & Thermal Infrastructure HOLD●●●○○ ●●●○○ $197.95Research target 9/4/26Last reviewed GEVGE Vernova Inc.Transformers and grid interconnect Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $1281.43Research target 9/4/26Last reviewed POWLPowell Industries, Inc.Medium-voltage switchgear Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $246.77Research target 9/4/26Last reviewed SMRNuScale PowerSmall modular reactor design (VOYGR) Grid, Power & Thermal Infrastructure TRIM●●○○○ ●●○○○ $6.39Research target 9/3/26Last reviewed VICRVicor CorporationHigh-density power conversion (48V VPD / ChiP / current-multiplier DC-DC modules) Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $373.50Research target 9/3/26Last reviewed VSTVistra CorpNuclear power generation | Gas peaking generation Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $208.84Research target 9/3/26Last reviewed LEUCentrus Energy Corp.HALEU enrichment Grid, Power & Thermal Infrastructure HOLD●○○○○ ●○○○○ $178.03Research target 9/1/26Last reviewed ETNEaton CorporationMedium-voltage switchgear Grid, Power & Thermal Infrastructure HOLD●●●○○ ●●●○○ $506.01Research target 8/31/26Last reviewed CCJCameco CorpHALEU (High-Assay Low-Enriched Uranium) | HALEU enrichment (High-Assay Low-Enriched Uranium) Grid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $114.50Research target 8/30/26Last reviewed NNENano Nuclear Energy Inc.HALEU (High-Assay Low-Enriched Uranium) Grid, Power & Thermal Infrastructure WATCH●○○○○ ●○○○○ $26.93Research target 8/30/26Last reviewed XYLXylemWater infrastructure and pumping for AI data centers Grid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $134.60Research target 8/30/26Last reviewed EMREmerson Electric CoMotion control and actuation Actuation & Motion ControlManufacturing, EMS & Industrial AutomationGrid, Power & Thermal Infrastructure WATCH●●●○○ ●●●○○ $171.34Research target 8/29/26Last reviewed UUUUEnergy Fuels Inc.HALEU (High-Assay Low-Enriched Uranium) | Sintered NdFeB Permanent Magnets (Heavy-REE) Grid, Power & Thermal InfrastructureMaterials & Critical Components WATCH●●○○○ ●●○○○ $23.17Research target 8/29/26Last reviewed FLNCFluence Energy, Inc.Grid-scale battery energy storage systems (BESS) Grid, Power & Thermal Infrastructure EXIT●●○○○ ●●○○○ $8.58Research target 8/23/26Last reviewed ECLEcolab Inc.Data center water treatment and liquid cooling (DLC) Grid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $335.24Research target 8/22/26Last reviewed EOSEEos Energy Enterprises, Inc.Long-duration energy storage (zinc-halide) Grid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $7.12Research target 8/13/26Last reviewed APLDApplied Digital Corp.AI Data Center Build-to-Suit (MW-scale hyperscaler campuses) Grid, Power & Thermal Infrastructure HOLD●○○○○ ●○○○○ $49.74Research target 8/6/26Last reviewed ITRIItronAdvanced Metering Infrastructure (AMI) and Smart Grid Distribution Automation Grid, Power & Thermal Infrastructure HOLD●●●●● ●●●●● $129.25Research target 7/29/26Last reviewed PWRQuanta ServicesGrid Construction - T&D Infrastructure Services Grid, Power & Thermal Infrastructure ACCUMULATE●●○○○ ●●○○○ $818.39Research target 7/27/26Last reviewed NVTnVent ElectricLiquid-cooled busbar and DC power distribution | Medium-voltage switchgear Grid, Power & Thermal Infrastructure HOLD●○○○○ ●○○○○ $205.95Research target 7/15/26Last reviewed NVTSNavitas Semiconductor Corp.GaN power ICs | SiC devices Grid, Power & Thermal Infrastructure HOLD●○○○○ ●○○○○ $17.69Research target 7/13/26Last reviewed CEGConstellation EnergyNuclear baseload power Grid, Power & Thermal Infrastructure HOLD●●○○○ ●●○○○ $351.52Research target 7/11/26Last reviewed NXTNextracker / NextpowerSolar tracking systems | Utility-scale solar optimization Grid, Power & Thermal Infrastructure WATCH●●○○○ ●●○○○ $129.34Research target 7/10/26Last reviewed AESAES CorporationTransformers and grid interconnect | Liquid-cooled busbar and DC power distribution Grid, Power & Thermal Infrastructure WATCH●○○○○ ●○○○○ $20.00Research target 6/15/26Last reviewed

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