Not investment advice. Informational directory built from public data only. No buy/sell signals and no personalised recommendations. Full disclaimer.

Compute & power

Data-centre infrastructure, GPU clouds, networking, generation, nuclear and grid equipment.

Companies
10
10 listed · 0 private or pending
Median 1-week change
+0.5%
10 priced, local currency
Median AI mention rate
2.00
10 with SEC filings · index
Tracked ETFs holding them
3
ARKQ, AIQ, GRID

10 companies

Compute & power companies
AI mentions trend
Arista Networks ANET Compute & power
$213B -2.0% — Arista Networks AI mentions: 12 filings, 2023-10-31 to 2026-08-05; min 6.25, max 21.72, latest 20.73 per 10,000 words 20.73
Cameco CCJ Compute & power
$33.5B -2.1% ARKQ Cameco AI mentions: 3 filings, 2024-03-22 to 2026-03-19; min 0.00, max 0.00, latest 0.00 per 10,000 words 0.00
Constellation Energy CEG Compute & power
$93.0B +3.5% — Constellation Energy AI mentions: 12 filings, 2023-11-06 to 2026-08-06; min 0.00, max 2.23, latest 0.00 per 10,000 words 0.00
CoreWeave CRWV Compute & power
$30.3B +1.2% AIQ CoreWeave AI mentions: 6 filings, 2025-05-15 to 2026-08-12; min 18.34, max 31.12, latest 20.36 per 10,000 words 20.36
Eaton ETN Compute & power
$144B +1.1% GRID Eaton AI mentions: 12 filings, 2023-10-31 to 2026-07-31; min 0.00, max 3.24, latest 0.65 per 10,000 words 0.65
GE Vernova GEV Compute & power
$227B +5.3% — GE Vernova AI mentions: 11 filings, 2024-04-30 to 2026-10-28; min 0.00, max 1.70, latest 0.00 per 10,000 words 0.00
Oklo OKLO Compute & power
$4.7B -4.2% ARKQ Oklo AI mentions: 12 filings, 2023-11-16 to 2026-08-07; min 0.00, max 4.64, latest 4.57 per 10,000 words 4.57
Super Micro Computer SMCI Compute & power
$21.3B +0.0% AIQ Super Micro Computer AI mentions: 12 filings, 2023-11-03 to 2026-08-31; min 0.95, max 9.37, latest 9.37 per 10,000 words 9.37
Vertiv VRT Compute & power
$89.5B +19.6% — Vertiv AI mentions: 13 filings, 2023-10-27 to 2026-10-28; min 1.46, max 5.92, latest 2.83 per 10,000 words 2.83
Vistra VST Compute & power
$46.4B -1.3% — Vistra AI mentions: 12 filings, 2023-11-07 to 2026-08-10; min 0.00, max 1.37, latest 1.16 per 10,000 words 1.16
Market data from Yahoo Finance in each listing's quote currency (not converted). 1-wk is the one-week price change. ETF membership from issuer holdings files (BOTZ, AIQ, ARKQ: full holdings) or Yahoo Finance top-10 holdings (other ETFs). AI rate is AI-term mentions per 10,000 words in the latest counted SEC filing (method). Descriptive only, not a recommendation.