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Picks & Shovels Index
80+ pure-play companies on the AI infrastructure buildout — cooling, transmission, fuel, gas turbines, copper, EPC contractors, switchgear, uranium. Ranked by conviction × supply constraint × secular tailwind. Updated as PPAs close and lead times shift.
Rank
Ticker
Company / thesis
Score
1
VRT
Vertiv
Liquid cooling specialist — every GW campus needs them. The dominant pure-play on AI thermal density.
96
2
GEV
GE Vernova
Gas turbines are the binding constraint for new AI campuses. 7-year lead times. GEV captures the order book.
94
3
ETN
Eaton
Power management for hyperscale DCs. Switchgear, busways, UPS systems — the unglamorous core of every campus.
92
4
LEU
Centrus Energy
Only US-licensed HALEU producer. Every SMR + advanced reactor design needs this fuel. DOE cost-share in place.
92
5
PWR
Quanta Services
Transmission and substation EPC — the actual contractor that physically connects DCs to the grid.
89
6
NVT
nVent Electric
Cabinet-level cooling and electrical enclosures. Every rack pulls revenue through them.
88
7
EME
EMCOR Group
Mechanical and electrical contractor sized for hyperscaler timelines. 12+ campus engagements.
86
8
WIRE
Encore Wire
Largest US copper wire manufacturer. JP Morgan estimates 475K MT DC-driven copper demand in 2026 alone.
85
9
CCJ
Cameco
Top-3 uranium producer globally. Every nuclear PPA template eventually flows through their fuel cycle.
84
10
GNRC
Generac
Backup power generation. As grid stress rises, on-site backup capacity becomes table stakes for AI campuses.
78
+ 70 more plays tracked on the live map
Cooling specialists, grid software, uranium miners, fiber providers, DC REITs, copper miners, nuclear fuel cycle plays, EPC contractors, transformer manufacturers, switchgear OEMs — every category mapped to the bottlenecks they solve and the timelines they unlock.
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