The Energy, grid & critical infrastructure value chain: 25 U.S. stocks in 6 segments
Every U.S.-listed company Sectivia tracks in the Energy, grid & critical infrastructure value chain, grouped by segment from upstream suppliers to downstream customers, with 39 mapped supplier-to-customer links and today's numbers.
The energy transition and the grid build-out: power equipment, solar and wind, battery storage, nuclear and utilities, the physical infrastructure that modern society and the AI build-out rest on. Companies are grouped by their role in the chain; click a card for the full profile.
Today
The Energy chain in numbers, from the latest close.
Data as of September 17, 2026 · updates daily after U.S. close
Grid & electrification4 companies
Cables, grid connection and infrastructure tying new capacity to demand.
Quanta's crews build and upgrade the physical grid itself: transmission and distribution lines, plus the connections that tie new renewable plants into the system.
Process automation for energy and heavy industry: measurement instruments, valves, control systems and the AspenTech software layer above them.
Grid hardware, metering and controls for utilities and industry.
Construction contractor working across US energy infrastructure: transmission, renewable plants, pipelines and communications networks.
Power equipment3 companies
Turbines, transformers and power management for generating and distributing electricity.
The energy business carved out of GE.
An American electrical components maker with capacity sold out years ahead.
Sells the control layer of the automated factory, from PLCs and motor drives up to the software that supervises them.
Solar & wind2 companies
Solar and wind capacity producers, the core of renewable build-out.
Thin-film solar panels, made at greater scale than by any other US manufacturer, going into utility-scale projects that include supply for data centres.
Microinverters and batteries that make distributed solar usable in homes and businesses.
Batteries & energy storage1 company
Battery cells and storage systems that balance the grid and store renewable energy.
Builds grid-scale battery installations and the software that dispatches them, smoothing the gap between when power is generated and when it is used.
Nuclear energy & uranium5 companies
CO2-free baseload: uranium supply, fuel, reactor technology and small modular reactors (tags mark the role).
Pumps and valves that go inside naval reactors, plus defense electronics and industrial actuators.
Supplies the US Navy with reactor components and fuel, work that carries over into small modular reactors and medical isotopes.
Aurora, its microreactor design, is meant to be sold as electricity rather than as hardware, with data centers the intended buyers.
Designs small modular reactors and nothing else; among listed US pure-plays it is one of the furthest along.
Enriches uranium, including the HALEU grade that next-generation small modular reactors require.
Utilities & power producers10 companies
Electricity utilities and large power producers, from nuclear to renewable portfolios.
Runs the electricity utility for Florida and, separately, one of the biggest renewable development businesses anywhere, adding wind and solar capacity across the US together with the grid to carry it.
Vogtle is adding nuclear output to what is already one of the biggest US electric and gas utilities.
No US company generates more nuclear power.
A large US utility carrying a substantial nuclear fleet into a period of demand growth from electrification and data centres.
Regulated transmission and distribution wires across 11 states, one of the largest such networks in the US.
Electricity and gas in the eastern US, with a large offshore wind project off Virginia attached.
Owns gas and nuclear generation alongside battery storage, and sells electricity to retail customers.
Distributes electricity and gas to several large US cities, ComEd and PECO among them.
Generation plants on one side, millions of retail electricity and gas customers on the other, plus the Vivint smart-home business.
Independent power producer whose Susquehanna nuclear plant sells directly to data centers.
How the chain fits together
Sectivia has mapped 39 supplier-to-customer relationships between the 25 companies in this chain, 2 of them between companies in the same segment. The densest link runs from Grid & electrification to Utilities & power producers: 15 mapped relationships. The most connected company is GE Vernova (GEV), with 1 supplier and 8 customers in the map.