Public Market Exposure
Public-market exposure to the AI infrastructure constraint stack.
Track public companies connected to power availability, grid equipment, data center real estate, water infrastructure, construction capacity, and fiber connectivity.
How to read this screen
- This is not a stock recommendation list.
- It maps companies that touch the AI infrastructure bottleneck stack.
- Exposure can be positive, negative, regulated, second-order, or mixed.
Performance by Basket
5 baskets · 34 companiesBroad public-market themes tied to the AI infrastructure constraint stack.
Basket performance reflects the current table dataset — live day-change and historical return data when enabled, fallback values when providers are paused. Not investment advice.
Highest Exposure Names
3Y Return and sparklines use roughly three years of provider history when available; newer listings or spin-offs use earliest available history. Exposure, risk, and detailed scores remain directional Gridlocked framework inputs.
Sourced draft rows include company-specific source links and Gridlocked research notes.
Sourced coverage: 34 / 34 companies.Default view ranks companies by Gridlocked exposure score.| Ticker | Company | Basket | Exposure Type | Primary Bottleneck | Exposure | Price | Day | 3Y Return | Risk | Trend | Spark | Details |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQIX | Equinix | DC & Real Estate | Constrained Operator | Data Center Capacity | 85 | $914.20 | +1.18% | +43.60% | 62 | |||
DLR | Digital Realty | DC & Real Estate | Constrained Operator | Data Center Capacity | 85 | $183.44 | +0.84% | +58.20% | 66 | |||
CEG | Constellation Energy | Power & Utilities | Regulated Exposure | Power Availability | 78 | $286.93 | +2.74% | +224.80% | 74 | |||
D | Dominion Energy | Power & Utilities | Regulated Exposure | Regulated Utility Delivery | 76 | $52.63 | -0.81% | -33.50% | 41 | |||
VST | Vistra | Power & Utilities | Mixed | Power Availability | 74 | $166.31 | +3.42% | +395.20% | 78 | |||
ETN | Eaton | Grid Equipment | Beneficiary | Electrical Equipment | 73 | $371.28 | +1.67% | +312.60% | 72 | |||
PWR | Quanta Services | Infra & Construction | Beneficiary | Infrastructure Construction | 73 | $328.24 | +1.08% | +273.70% | 67 | |||
VRT | Vertiv | Grid Equipment | Beneficiary | Electrical Equipment | 71 | $142.77 | -1.32% | +684.10% | 76 | |||
TLN | Talen Energy | Power & Utilities | Mixed | Power Availability | 70 | $217.85 | -1.06% | +181.40% | 68 | |||
AEP | American Electric Power | Power & Utilities | Regulated Exposure | Regulated Utility Delivery | 69 | $99.71 | -0.16% | +14.60% | 53 | |||
GEV | GE Vernova | Grid Equipment | Beneficiary | Electrical Equipment | 69 | $514.36 | +2.15% | +108.30% | 70 | |||
DUK | Duke Energy | Power & Utilities | Regulated Exposure | Regulated Utility Delivery | 68 | $114.56 | +0.38% | +24.30% | 57 | |||
SO | Southern Company | Power & Utilities | Regulated Exposure | Regulated Utility Delivery | 68 | $85.42 | +0.52% | +36.90% | 59 | |||
NEE | NextEra Energy | Power & Utilities | Mixed | Power Availability | 66 | $73.08 | -0.44% | -2.10% | 49 | |||
MTZ | MasTec | Infra & Construction | Beneficiary | Infrastructure Construction | 65 | $112.49 | -0.28% | +77.20% | 55 | |||
HUBB | Hubbell | Grid Equipment | Beneficiary | Electrical Equipment | 64 | $421.05 | +0.74% | +126.80% | 61 | |||
PLD | Prologis | DC & Real Estate | Mixed | Second-Order Real Estate | 64 | $112.28 | -0.64% | +16.70% | 46 | |||
NRG | NRG Energy | Power & Utilities | Mixed | Power Availability | 63 | $91.64 | +0.96% | +154.90% | 63 | |||
DY | Dycom | Infra & Construction | Second-Order Exposure | Infrastructure Construction | 62 | $184.92 | +1.46% | +198.40% | 69 | |||
XYL | Xylem | Water/Cooling | Second-Order Exposure | Water & Cooling | 62 | $137.62 | +0.67% | +81.90% | 60 | |||
ACM | AECOM | Infra & Construction | Second-Order Exposure | Infrastructure Construction | 60 | $96.14 | +0.34% | +63.10% | 52 | |||
J | Jacobs | Infra & Construction | Second-Order Exposure | Infrastructure Construction | 58 | $139.55 | -0.11% | +52.60% | 51 | |||
AMT | American Tower | DC & Real Estate | Mixed | Connectivity & Fiber | 56 | $196.72 | -0.32% | -8.70% | 47 | |||
AWK | American Water Works | Water/Cooling | Regulated Exposure | Water & Cooling | 55 | $128.81 | -0.22% | +7.80% | 48 | |||
MLM | Martin Marietta | Infra & Construction | Second-Order Exposure | Infrastructure Construction | 54 | $561.38 | +0.29% | +76.40% | 56 | |||
ITRI | Itron | Grid Equipment | Second-Order Exposure | Grid & Interconnection | 54 | $103.16 | +1.23% | +46.80% | 64 | |||
VMC | Vulcan Materials | Infra & Construction | Second-Order Exposure | Infrastructure Construction | 53 | $263.74 | -0.38% | +64.70% | 54 | |||
CCI | Crown Castle | DC & Real Estate | Mixed | Connectivity & Fiber | 52 | $104.18 | +0.21% | -38.40% | 44 | |||
ECL | Ecolab | Water/Cooling | Second-Order Exposure | Water & Cooling | 52 | $244.03 | -0.19% | +23.90% | 50 | |||
REXR | Rexford Industrial | DC & Real Estate | Second-Order Exposure | Second-Order Real Estate | 52 | $41.37 | -0.91% | -19.60% | 39 | |||
WTS | Watts Water | Water/Cooling | Second-Order Exposure | Water & Cooling | 49 | $207.44 | +0.41% | +74.50% | 57 | |||
STAG | STAG Industrial | DC & Real Estate | Second-Order Exposure | Second-Order Real Estate | 48 | $36.82 | +0.08% | +22.40% | 51 | |||
EXP | Eagle Materials | Infra & Construction | Second-Order Exposure | Infrastructure Construction | 47 | $243.19 | +0.18% | +111.20% | 58 | |||
COLD | Americold | DC & Real Estate | Second-Order Exposure | Second-Order Real Estate | 41 | $25.14 | -0.57% | -28.20% | 42 |