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Energy and Infra stocks today

Where the basket ranks among 30 US sectors right now, how broad the move is, and which names make up the basket.

Rank right now
21of 30
Basket move
-0.62%
Names green
6of 13
Tape
6of 30 green

Showing the after hours, on the 4pm close basis. Updates every few minutes during the session, 4pm close after hours.

Ranked next to it right now: Nuclear and Uranium -0.40% #19 · Quantum -0.59% #20 · Space -0.65% #22 · Bitcoin Miners -0.70% #23

The basket

13 names, one share class per company. The roster is versioned, so every rank ever published for this basket points at a known list of names.

Driving the move right now

••••-6.92%
••••-1.25%
••••-1.18%

The names behind the moves are for members.

About this basket

The power behind the data center: independent power producers, turbine and grid equipment makers, electrical infrastructure, liquid cooling and chillers, and fuel cells. The basket became a market of its own once AI capacity started to be measured in gigawatts. It trades on power contracts and utility demand rather than on chips.

Reading this basket

Thirteen names from power producers to cooling. It is the biggest basket on the board, so breadth is the clearest signal it gives: nine or more green is the power trade, and a day when only the producers move is a utility story rather than a data center one.

  1. Rank first. The rank says where the money is going right now. A basket near the top of the board is where the tape is rotating in this session; one sliding down the list is where it is leaving.
  2. Breadth next. Names green of names total says whether the group is moving or one name is carrying it. Most names green is a group move. Two of ten is one stock and a different trade.
  3. Then the driver. Inside the basket the biggest mover sits first. On the free page the three biggest moves are shown with the names masked; members see which name leads and which has not moved.

How the rank works

Every basket is scored on its average move and its breadth against the other 29, every few minutes during the session and again at the 4pm close. The rank is the basket’s place in that list. It comes from the tape itself, not from headlines, so rotation shows up here before it is written about.

Common questions

What is in the Energy and Infra basket?

13 names, one share class per company: VST (Vistra), CEG (Constellation Energy Corporatio), NRG (NRG Energy), GEV (GE Vernova), ETN (Eaton Corporation), PWR (Quanta Services), FRVO (Fervo Energy Company), NVTS (Navitas Semiconductor Corporati), BE (Bloom Energy), MOD (Modine Manufacturing Company), AAON (AAON), NVT (nVent Electric), IESC (IES Holdings). The roster is versioned, so every rank the board publishes for the basket points at a known list of names.

Is the Energy and Infra basket up today?

Right now the basket is down 0.62% on the 4pm close, ranked 21 of 30 US sector baskets, with 6 of 13 names green. The numbers on this page update every few minutes during the session.

How is the Energy and Infra basket ranked?

Every basket is scored on its average move and its breadth against the other 29, every few minutes during the session and again at the 4pm close. The rank is the basket’s place in that list. It comes from the tape itself, not from headlines, so rotation shows up here before it is written about.

Which Energy and Infra stock is leading today?

This page shows the three biggest moves inside the basket today without naming the stocks. Members see every name in rank order, which one is leading and which has not moved, and the alerts when a name crosses a level on real volume.

Open the live boardMembers see this basket named in today’s race, the ten day and one month views, the names behind the masked movers, and the alerts. Upgrade to Pro

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