Tailwind
AI Power
The electricity bottleneck on AI compute — power generation, utilities, gas, grid/transmission EPC, and data-center electrical systems.
53 names · single L1 theme · all Significant
- AGXArgan
- AMSCAmerican Superconductor
- APHAmphenol
- BEBloom Energy
- BWXTBWX Technologies
- CATCaterpillar
- CCJ—name pending
- CEG—name pending
- CWCurtiss-Wright
- D—name pending
- DLRDigital Realty Trust
- EMEEMCOR Group
- ENGI FP—name pending
- ENR GY—name pending
- EQIXEquinix
- EQTEQT Corp
- ETNEaton
- ETR—name pending
- EU—name pending
- FCXFreeport-McMoRan
- FLEXFlex
- FLNCFluence Energy
- FM CT—name pending
- FSLRFirst Solar
- GEVGE Vernova
- HUBBHubbell
- IDRIdaho Strategic Resources
- JJacobs Solutions
- JBLJabil
- KMIKinder Morgan
- LAC—name pending
- LAR—name pending
- LR FPLegrand
- MIRMirion Technologies
- MTZMasTec
- MYRGMYR Group
- NEE—name pending
- NVTnVent Electric
- PRIMPrimoris Services
- PWRQuanta Services
- RWE GY—name pending
- SLI—name pending
- SO—name pending
- SRE—name pending
- SSE LN—name pending
- SU FPSchneider Electric
- TLN—name pending
- TTTrane Technologies
- UROY—name pending
- VRTVertiv
- VST—name pending
- WMBWilliams Companies
- XEL—name pending
Tailwind
800V HVDC
The shift to 800-volt HVDC architecture in AI data centers — power systems, conversion components, and GaN/SiC semiconductors.
17 names · L1 theme · 3 sub-themes
L2Data Center Power Systems & Infrastructure
4
- ABBN SWABBSignificant
- ETNEatonSignificant
- SU FPSchneider ElectricSignificant
- VRTVertivCore
L2Power Conversion & Delivery Components
2 · Peripheral
- 2301 TTLite-On Technology
- FLEXFlex
L2Power Semiconductors (GaN / SiC)
11
- 6723 JPRenesas ElectronicsSignificant
- 6963 JPRohmPeripheral
- ADIAnalog DevicesPeripheral
- IFX GRInfineon TechnologiesSignificant
- MPWRMonolithic Power SystemsSignificant
- NVTSNavitas SemiconductorCore
- ONonsemiSignificant
- POWIPower IntegrationsSignificant
- STMPA FPSTMicroelectronicsSignificant
- TXNTexas InstrumentsPeripheral
- WOLFWolfspeedSignificant
Tailwind
AI Hardware
Compute and networking hardware supply chain for the AI build-out — ODMs, accelerators, memory, and test.
13 names · single L1 theme · all Peripheral
- 000660 KSSK Hynix
- 2317 TTHon Hai Precision (Foxconn)
- 2345 TTAccton Technology
- 2356 TTInventec
- 2382 TTQuanta Computer
- 3231 TTWistron
- 3661 TTAlchip Technologies
- 6669 TTWiwynn
- 6857 JPAdvantest
- AMDAdvanced Micro Devices
- ANETArista Networks
- BESI NABE Semiconductor
- NVDANVIDIA
Tailwind
Uranium SMR
Enriched-fuel and small-modular-reactor supply for data-center and grid nuclear demand.
3 names · single L1 theme · all Peripheral
- CCJ—name pending
- LEUCentrus Energy
- YCA LN—name pending