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Data Centers '25: Electrical & Grid Infra (open on stockthemes)

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Theme thesis · 3/5 sections · Tickers 6 with notes · 8 pending

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Bull / Bear Details has the investment thesis and bull/bear points. Overview is monitoring guidance (hiring, forums, second-order trends, search keywords, Google Trends, datasets).

Bull / Bear Details

Hyperscale AI deployments are colliding with multi-year utility interconnect queues, locking in structural pricing power and record backlogs for grid and electr

Thesis

Hyperscale AI deployments are colliding with multi-year utility interconnect queues, locking in structural pricing power and record backlogs for grid and electrical equipment providers. Value is accruing to vendors delivering high-voltage substation switchgear, large power transformers, and behind-the-meter prime generation to bridge immediate power deficits.

Bull case

  • Utility interconnection queues stretching four to ten years across major power markets are compelling hyperscalers to underwrite behind-the-meter prime power—such as aeroderivative gas turbines and dedicated substation switchgear—transforming electrical infrastructure from a late-stage procurement item into the single gating determinant of compute capacity and giving suppliers multi-year revenue visibility through 2030.

  • AI cluster rack densities escalating beyond 100 kW toward 600 kW are breaking traditional 415V AC topologies, forcing an accelerated architectural migration to 800V DC power shelves and solid-state transformers that reduce in-rack copper mass by up to 60%, cut electrical capex, and drive higher dollar-content capture per megawatt via integrated power distribution and liquid cooling systems.

  • Structural factory bottlenecks in large power transformers (LPTs) and medium-voltage switchgear—where delivery lead times persist at 120 to 144+ weeks due to grain-oriented electrical steel shortages and skilled labor constraints—insulate incumbent equipment suppliers from cyclical price erosion, supporting durable net pricing realization and robust book-to-bill ratios across North America and Europe.

Bear case

  • Mounting regulatory scrutiny over retail ratepayer cross-subsidization, water depletion, and grid stability is catalyzing local data center moratoria and aggressive utility load-gating rules (such as mandatory curtailment covenants and full-cost transmission interconnect tariffs), threatening to defer energization timelines and delay equipment delivery schedules for speculative multi-hundred-megawatt campuses.

  • Aggressive manufacturing capacity expansions across Americas and European footprints risk margin dilution from negative price/cost lag, unabsorbed ramp-up overhead, and persistent shortages of high-voltage field commissioning engineers and specialized craft labor necessary to install complex high-voltage grid equipment.

  • Valuation multiples across the electrical equipment complex reflect multi-year hyper-growth, leaving the theme acutely vulnerable to any hyperscaler capex digestion cycle, GPU deployment pauses, or architectural breakthroughs in chip-level energy efficiency that soften peak power requirements and prompt backlog de-booking.

LLM_Approved · Updated 2026-09-29

Overview

Hiring Trend Watchpoints

High-performing constituents (Eaton, Siemens, Schneider Electric, ABB, Hammond Power Solutions, and Siemens Energy) are aggressively hiring across high-voltage engineering, power electronics, transformer assembly, and commissioning field engineering. Eaton's $1 billion Electrical Americas expansion and Siemens Energy's U.S. switchgear and turbine plants show heavy regional recruitment in North Carolina, Mississippi, and Mexico (Monterrey). Linemen, substation electricians, and thermal engineers remain in structural deficit, accelerating automation within manufacturing plants and shifting demand toward pre-fabricated modular power skids. Key execution confirmations include sustained recruitment in medium-voltage R&D, solid-state transformer commercialization, and 800V DC application engineering. Warning indicators of theme deceleration include sudden freezes in smart infrastructure technical postings, plant lead-time slippage due to unabsorbed labor, or an unexpected wave of plant-level restructuring across electrification divisions.

Forum Watchlist

  • subreddit — r/datacenterhigh

    Discussions on utility substation interconnection queues, medium-voltage transformer lead times, and transitions to 800V DC power shelves.

  • subreddit — r/electriciansmedium

    Field technician reports on Eaton, Square D, and ABB switchgear availability, breaker shortages, and modular skid installation quality.

  • specialized_community — datacenterdynamics.com/forumshigh

    Hyperscale power engineering threads discussing on-site gas turbine generation, microgrids, and liquid cooling CDU power integration.

  • industry_association_channel — 7x24exchange.orgmedium

    Facility manager insights on UPS battery topologies, high-density distribution reliability, and utility service agreement delays.

  • subreddit — r/ElectricalEngineeringmedium

    Technical analyses of solid-state transformers, power quality harmonics in AI clusters, and high-voltage DC distribution standards.

Industry Publications

  • Data Center Knowledge (datacenterknowledge.com) — Premier news outlet tracking hyperscale power procurement, substation buildouts, and electrical topology evolutions.
  • Utility Dive (utilitydive.com) — In-depth reporting on electric utility load growth, interconnection queues, FERC regulatory rulings, and large-load data center tariffs.
  • T&D World (tdworld.com) — Specialized coverage of electric transmission and distribution equipment, high-voltage transformers, and substation automation.
  • Data Center Dynamics (datacenterdynamics.com) — Global benchmark publication covering data center electrical architecture, on-site prime power generation, and modular power infrastructure.
  • Electrical Construction & Maintenance (ecmweb.com) — Focuses on medium- and low-voltage electrical apparatus, UPS systems, switchgear engineering, and field installation standards.

Second Order Trends

1. Shift to On-Site Prime Power Generation: Faced with utility interconnection queues exceeding five years, hyperscalers are ordering gas turbines and reciprocating engines as primary base-load power rather than standby backup, driving record order backlogs at power generation specialists. 2. Migration to 800-Volt Direct Current (DC) Architecture: To reduce energy loss and heat across ultra-dense AI server racks, the industry is transitioning away from multi-stage AC-DC conversions toward centralized 800V DC distribution, creating a replacement cycle for solid-state transformers and power conversion systems. 3. Factory-Built Modular Power Skids: Severe on-site electrician shortages have forced developers toward pre-fabricated, containerized electrical rooms and modular substations that arrive pre-tested from the factory. 4. Grid-to-Chip Thermal and Electrical Convergence: Power equipment leaders are integrating electrical switchgear with liquid cooling systems (CDUs, cold plates) through M&A and design alliances, establishing single-source accountability for high-density AI clusters.

Search Keywords Brand Product

  • Powerware
  • Square D
  • APC by Schneider Electric
  • Motivair
  • Boyd Thermal
  • Fibrebond
  • Resilient Power
  • EcoStruxure
  • ETAP
  • Simcenter
  • Vectron X
  • AEG Power Solutions
  • Camlin
  • Omterra
  • Cutler-Hammer
  • HPS Sentinel
  • data center electrical infrastructure
  • grid interconnection queue
  • data center power demand
  • medium voltage switchgear
  • power transformer lead time
  • AI factory power distribution
  • 800V DC data center
  • on-site gas turbine power
  • uninterruptible power supply data center

Search Keywords Policy Regulatory

  • FERC Order 2023
  • FERC Order 1920
  • Section 232 steel tariffs
  • Inflation Reduction Act grid incentives
  • large load interconnection tariffs
  • data center clean energy mandates

Search Keywords Event Phrases

  • DCD Connect
  • Data Center World
  • 7x24 Exchange Conference
  • CIGRE Session
  • IEEE PES T&D Conference
  • Gartner IT Infrastructure Operations & Cloud Strategies Conference

Google Trend Product Category Intent

• medium voltage switchgear • dry type transformer • data center UPS • power distribution unit • coolant distribution unit • 800V DC power supply

Google Trend Consumer Intent

• data center power consumption • transformer lead times • data center electricity shortage • grid connection for data centers • AI power requirements

Google Trend Macro Policy Terms

• grid modernization • FERC interconnection • data center power grid • utility interconnection delay

Economic Data Watch

1. U.S. Bureau of Labor Statistics — Producer Price Index (PPI)

Not in registry

Metric/field PCU335311335311 (Electric Power and Specialty Transformer Manufacturing)

Cadence monthly

Why it matters Directly tracks factory-gate pricing power, contract escalators, and equipment inflation for power transformers, a core revenue and margin engine for Hammond Power Solutions, Eaton, Siemens Energy, and ABB.

Signal to watch Accelerating sequential index growth signals durable pricing power and persistent equipment scarcity; plateauing or declining prints indicate easing supply constraints or competitive price discounting.

Confidence: high

2. U.S. Bureau of Labor Statistics — Producer Price Index (PPI)

Not in registry

Metric/field PCU335313335313 (Switchgear and Switchboard Apparatus Manufacturing)

Cadence monthly

Why it matters Measures wholesale price trends for medium- and low-voltage switchgear, panelboards, and circuit breakers critical to Eaton Electrical Americas, Schneider Electric Energy Management, and Siemens Smart Infrastructure.

Signal to watch Persistent index expansion signals sustained equipment pricing realization over input costs; decelerating growth indicates pricing normalization in standard commercial gear.

Confidence: high

3. U.S. Census Bureau — Value of Construction Put in Place Survey (VIP)

Not in registryaccess=api

Metric/field TLPWRCONS (Total Construction Spending: Power in the United States)

Cadence monthly

Why it matters Tracks aggregate spending on electric utility infrastructure, transmission lines, and substation buildouts across the U.S., reflecting macro utility CapEx supporting data center interconnections.

Signal to watch Sustained YoY spending growth confirms the multi-decade utility CapEx supercycle and ongoing grid reinforcement; a slowdown signals utility interconnection permitting bottlenecks or delayed project starts.

Confidence: high

4. Federal Reserve Board — Industrial Production and Capacity Utilization (G.17)

Not in registry

Metric/field IPG335S (Industrial Production: Manufacturing: Durable Goods: Electrical Equipment, Appliance, and Component, NAICS 335)

Cadence monthly

Why it matters Provides an objective real-output index for North American electrical equipment manufacturing plants, gauging volume conversion as constituent facilities ramp up capacity.

Signal to watch Output index trend above baseline indicates successful factory throughput expansion and backlog conversion; flatlining indicates labor, raw material, or supply chain bottlenecks.

Confidence: high

5. International Monetary Fund / FRED — Primary Commodity Price System

Not in registryaccess=api

Metric/field PCOPPUSDM (Global price of Copper, U.S. Dollars per Metric Ton)

Cadence monthly

Why it matters Copper is the foundational raw material input for transformer windings, switchgear busbars, cabling, and liquid cooling cold plates, driving cost-of-goods-sold and margin price/cost spread across all theme constituents.

Signal to watch Sharp rapid spikes without immediate contract indexation pressure constituent gross margins with a 1-to-2 quarter lag; softening copper prices ease gross margin pressure on fixed-price deliveries.

Confidence: high

Free Alt Data Watch

1. U.S. International Trade Commission (USITC) / U.S. Census Bureau — USITC DataWeb

Not in registryaccess=api

Metric/field HTS 8504.23.00 (Liquid dielectric transformers having a power handling capacity exceeding 10,000 kVA - Import Customs Value USD and Unit Count)

Cadence monthly

Why it matters Tracks U.S. cross-border imports of large power transformers (LPTs) needed for data center utility substations, highlighting domestic capacity shortfalls and global supply flows.

Signal to watch Rising import values and steady unit volume confirm ongoing structural domestic transformer deficits and cross-border procurement by hyperscalers and utilities.

Confidence: high

2. PJM Interconnection — PJM Interconnection Planning Queues

Not in registry

Metric/field PJM Planning Queue: Active Generation and Merchant Transmission Requests (Queue Status: Active / Under Construction, Total Capacity MW, and Substation Location)

Cadence monthly

Why it matters PJM covers the primary global data center corridor (Northern Virginia / Dominion zone); interconnection throughput directly governs utility substation and switchgear installation schedules.

Signal to watch Progression of projects from study queue to executed Interconnection Service Agreements (ISA) confirms project viability and accelerates medium-voltage equipment delivery timelines.

Confidence: high

3. Electric Reliability Council of Texas (ERCOT) — ERCOT Large Flexible Load & Interconnection Studies Dashboard

Not in registry

Metric/field Large Flexible Load (LFL) Study Pipeline: Total Requested and Approved Capacity for Data Centers (Megawatts [MW])

Cadence monthly

Why it matters Tracks data center power interconnection applications and approved commitments in ERCOT, a leading hotspot for gigawatt-scale AI campuses and prime-power gas turbine deployments.

Signal to watch Growth in signed and financially committed agreements validates sustained regional equipment demand; increasing interconnection study delays signal transmission constraints.

Confidence: high

4. U.S. Securities and Exchange Commission (SEC EDGAR) — Hyperscaler SEC 10-Q / 10-K Filings (MSFT, AMZN, GOOGL, META)

Not in registry

Metric/field Consolidated Statements of Cash Flows: Capital Expenditures / Additions to Property and Equipment ($ Millions USD, Aggregate Hyperscaler Sum)

Cadence quarterly

Why it matters Primary upstream capex indicator for data center electrical infrastructure, determining budget allocations for power management, backup generation, and thermal solutions.

Signal to watch Sequential and year-over-year acceleration confirms multi-year electrical equipment procurement; guidance cuts indicate prospective digestion in infrastructure orders.

Confidence: high

5. Open Compute Project (OCP) — OCP Open System Firmware & Data Center Facility Projects

Not in registry

Metric/field OCP DC-Power Project Specifications: Approved Technical Specifications for 800V DC Busway and Direct-to-Chip Power Distribution Architectures

Cadence event_driven

Why it matters Monitors industry standardization of 800V direct current power delivery, a strategic growth pillar highlighted by Siemens, Eaton, Schneider Electric, and ABB in partnership with NVIDIA.

Signal to watch Adoption of ratified 800V DC hardware specifications signals imminent transition from customized pilot architectures to standardized volume production orders.

Confidence: medium

Paid Alt Data Watch

1. Industrial Info Resources (IIR) — Global Market Intelligence (GMI) Data Center & Power Infrastructure Platform

Matchedindustrial_info_resources_industrial_projects_capex · access=file · map_only

Metric/field Project Database: Active North American & European Data Center Substation & Medium-Voltage Switchgear Projects (Project Count, Total Capex $M, and Construction Milestones)

Cadence irregular

Why it matters Provides asset-level tracking of commercial data center utility interconnects, substation buildouts, and electrical room expansions, indicating forward demand for Eaton, ABB, and Schneider.

Signal to watch Net positive project starts and growing project capex signal continuous backlog replenishment; delays or project cancellations signal power availability bottlenecks.

Confidence: high

2. Wood Mackenzie / Power & Renewables — Grid Edge & Transmission Infrastructure Service

Not in registry

Metric/field North American High-Voltage Transformer and Switchgear Lead Times Monitor (Average Delivery Lead Time in Weeks by kVA/MVA Rating Class)

Cadence monthly

Why it matters Tracks lead-time dynamics across power equipment classes (currently 100+ weeks for large power transformers), directly validating pricing durability and supply tightness for constituents.

Signal to watch Lead times remaining at multi-year highs confirm ongoing pricing power and multi-year backlog visibility; declining lead times indicate capacity additions catching up to order intake.

Confidence: high

3. DC Byte — Global Data Center Market Intelligence Platform

Not in registry

Metric/field Data Center Supply, Pipeline, and Absorption Database: Total IT Power Capacity (MW) by Status (Committed, Under Construction, Planned) Across Key Global Hubs

Cadence monthly

Why it matters Quantifies the live and forward electrical megawatt load under construction across key tier-1 and emerging secondary markets, mapping directly to equipment volume demand.

Signal to watch Accelerating gigawatt additions in pipeline and under-construction categories confirm expansion into large-scale campuses requiring modular switchgear and step-down transformers.

Confidence: high

4. Synergy Research Group — Hyperscale Infrastructure Research Service

Not in registry

Metric/field Hyperscale Data Center Capacity Tracker: Operational and Future Pipeline Critical IT Power Load (Megawatts [MW]) and Total Facility Count

Cadence quarterly

Why it matters Provides comprehensive data on hyperscaler megawatt scale and footprint expansion, signaling demand for utility-scale gas turbines (Siemens Energy) and centralized UPS infrastructure.

Signal to watch Upward revisions in long-term megawatt load projections support the multi-year electrification supercycle thesis across power generation and grid equipment providers.

Confidence: high

5. Revelio Labs — Workforce Intelligence & Job Postings Analytics

Matched (medium)engine_advertising_brand_tracking · access=file · map_only

Metric/field Active and New Job Postings for Electrical Engineers, Substation Technicians, and High-Voltage Assemblers at Eaton, Siemens, Schneider Electric, ABB, and Siemens Energy (Posting Volume and Median Days Open)

Cadence irregular

Why it matters Skilled labor shortages and manufacturing capacity expansion are core execution constraints highlighted across constituent earnings transcripts; hiring trends indicate execution velocity.

Signal to watch Steady hiring velocity and declining days-to-fill indicate smooth factory ramp-up and operational throughput; high unfilled technical roles point to backlog conversion friction.

Confidence: medium

Prediction Market Watch

1. Will data center power-cost standards become law?

Kalshi · Confidence: high

Not in registryaccess=api

Market https://kalshi.com/markets/datacenter-power-cost

Why it matters Directly impacts capex allocation for data center power infrastructure; mandating 100MW+ facilities bear full incremental grid costs accelerates private microgrids, gas turbines (Siemens Energy), and on-site distribution equipment (Eaton, Schneider Electric).

Series key pm_datacenter_power_cost_standards_law

2. Will Virginia require data centers to use clean energy?

Kalshi · Confidence: high

Not in registryaccess=api

Market https://kalshi.com/markets/clean-energy-virginia-data-centers

Why it matters Virginia is the world's largest data center market; clean power mandates restrict fossil on-site generation, directly impacting gas turbine demand (Siemens Energy) while accelerating high-efficiency 800V DC power architectures, solid-state transformers, and grid equipment (Eaton, ABB, Schneider Electric).

Series key pm_virginia_datacenter_clean_energy_mandate

3. US grants license for new nuclear reactor before 2027?

Kalshi · Confidence: medium

Not in registryaccess=api

Market https://kalshi.com/markets/kxreactor

Why it matters Hyperscalers are pursuing behind-the-meter nuclear deals to solve grid queue bottlenecks; NRC licensing velocity impacts the adoption timeline of nuclear-tied data center power and specialized high-voltage grid equipment from Siemens Energy, ABB, and Eaton.

Series key pm_us_nrc_nuclear_license_2026

Theme Plain English
This theme captures the critical electrical equipment and grid infrastructure powering the global data center expansion. As artificial intelligence and cloud computing demand unprecedented electricity, data centers face severe grid bottleneck constraints. High-performing operators provide end-to-end grid-to-chip infrastructure—including high- and medium-voltage transformers, switchgear, uninterruptible power supply (UPS) systems, 800V direct-current architectures, and on-site generation turbines. These systems ensure massive power loads are safely connected, transformed, and distributed to dense server clusters.

LLM_Approved · Updated 2026-09-29

Upcoming Catalysts13 rows
Catalyst IDEstimated TimingEstimated Date StartEstimated Date EndCatalystWhy It MattersTicker Or Theme SpecificTranscript DateSource TypeCatalyst Source
ABBN.SW_91f8558bstepwise approach over several years2026-07-012029-12-31The gradual adoption and design of new 800-volt DC architecture for AI data centers, where ABB aims to be a key technology partner.Successful partnership and increased content in these next-generation data centers could significantly increase ABB's revenue per megawatt and strengthen its competitive position in the rapidly growing AI data center market.Theme2025-10-16earnings_transcriptABBN.SW (ticker)
ABBN.SW_87595e1asecond half of 20262026-07-012026-12-31Completion of the sale of ABB's Robotics division to SoftBank Group.This will finalize the strategic divestment, eliminate stranded costs, and provide approximately $5.4 billion in cash for capital allocation (M&A, organic investment, dividends, share buybacks). It will also impact group margin positively as Robotics runs below average.Ticker2025-10-16earnings_transcriptABBN.SW (ticker)
ABBN.SW_a2f74288over time2026-07-012028-12-31ABB's execution of its M&A strategy and allocation of proceeds from the Robotics sale, including potential organic investments, acquisitions, dividends, and share buybacks.These capital allocation decisions will directly impact ABB's future growth trajectory, financial structure, and shareholder returns, influencing valuation and investor sentiment.Ticker2025-10-16earnings_transcriptABBN.SW (ticker)
ETN_e8dc5075sequential from Q3 to Q42026-10-012026-12-31Electrical Americas segment operating margin improvement of 200-250 basis points from Q3 to Q4 2026, contributing to a strong exit rate for the year.Continued sequential margin improvement demonstrates successful operational execution, increased productivity from new facilities, and effective price/cost management, crucial for achieving the company's long-term margin targets.Ticker2026-07-31earnings_transcriptETN (ticker)
HPS-A.TO_99dfdabain 20262026-01-012026-12-31Alleviation of unabsorbed overheads in new Mexico factories due to increased backlog and pricing actions offsetting negative inflationary impacts on material inputs.This is expected to improve gross margins and overall profitability in 2026 by optimizing factory utilization and mitigating cost pressures, which could positively impact investor sentiment.Ticker2025-10-24earnings_transcriptHPS-A.TO (ticker)
HPS-A.TO_00916df3by 20272026-07-092027-12-31Hammond Power Solutions reaching a total manufacturing capacity of approximately $1.2 billion across its facilities.This capacity expansion is critical for meeting the increasing demand for data center and other large projects, supporting long-term revenue growth and market position.Ticker2025-10-24earnings_transcriptHPS-A.TO (ticker)
SIE.XETRA_a4ba525cAugust 2026 - December 20262026-08-012026-12-31Regional Transmission Organizations (RTOs) to respond to FERC's June 18, 2026 orders to justify or reform their large-load interconnection tariffs, particularly for data centers, and continue implementing FERC Order 2023 reforms.These actions are critical for unlocking project pipelines, accelerating construction timelines, and improving profitability for developers and contractors involved in grid expansion and renewable integration, especially given the surging demand from AI data centers.Theme2026-08-06earnings_transcriptSIE.XETRA (ticker)
SU.PA_3e6b038cAugust 2026 - December 20262026-08-012026-12-31Regional Transmission Organizations (RTOs) are responding to FERC's June 18, 2026 orders to justify or reform their large-load interconnection tariffs, particularly for data centers, with responses due by August 17, 2026.These actions are critical for unlocking project pipelines, accelerating construction timelines, and improving profitability for developers and contractors involved in grid expansion and renewable integration, especially given the surging demand from AI data centers.Theme2026-07-30earnings_transcriptSU.PA (ticker)
SU.PA_f1089b08Full Year 20262026-01-012026-12-31Schneider Electric's ability to achieve its full-year 2026 financial guidance, including 7-10% organic revenue growth, 10-15% adjusted EBITA growth, and 50-80 bps adjusted EBITDA margin expansion.Meeting or exceeding this guidance would positively impact investor sentiment and valuation, demonstrating successful execution of their strategy. Missing it could lead to negative sentiment and a re-evaluation of the company's growth trajectory and operational efficiency.Ticker2026-02-26earnings_transcriptSU.PA (ticker)
SU.PA_f74add8fThroughout 20262026-01-012026-12-31Continued improvement in Industrial Automation's adjusted EBITDA margin in 2026, driven by better business mix (Discrete vs. Process & Hybrid), normal productivity, and the near completion of the AVEVA subscription transition.This segment's margin improvement is crucial for overall profitability and demonstrates the effectiveness of strategic changes under new leadership. Achieving the targeted margin journey towards 18% by 2028 would be a significant positive.Ticker2026-02-26earnings_transcriptSU.PA (ticker)
SU.PA_09553309Second half of 20262026-07-012026-12-31Gross margin progression turning positive in the second half of 2026, driven by continued price increases offsetting raw material impacts and tariffs.A positive gross margin evolution would signal successful pricing power and cost management, positively impacting profitability and investor confidence. Flat to negative progression in H1 2026 could be a short-term headwind, making the H2 turnaround critical.Ticker2026-02-26earnings_transcriptSU.PA (ticker)
HPS-A.TO_788e40cdover the next 12 to 18 months2026-10-242027-04-24Shipment of large data center orders received shortly after Q3 2025 close, representing 53% of the total Q3 closing backlog, primarily from new Mexico facilities.These shipments are expected to drive significant revenue growth and demonstrate the effective utilization of expanded capacity, positively impacting financial results and investor confidence.Ticker2025-10-24earnings_transcriptHPS-A.TO (ticker)
ENR.XETRA_10699311In November2026-11-012026-11-30Siemens Energy's annual press conference to release the outlook and guidance for fiscal year 2027 and medium-term prospects.This event will provide critical insights into the company's expected financial performance, strategic priorities, and market expectations for the upcoming fiscal year, significantly impacting investor sentiment and valuation.Ticker2026-08-05earnings_transcriptENR.XETRA (ticker)

LLM_Approved · Updated 2026-09-05

News

1 story tagged to this theme — Narrative Radar (NewsAPI.ai) and TimBot picks.

September 2026

Constituents

  • ABBN.SWT3
    — ABB Ltd
  • ENR.XETRAT3
    — Siemens Energy AG
  • ETNT3
    — Eaton Corporation plc
  • HPS-A.TOT3
    — Hammond Power Solutions Inc.
  • SIE.XETRAT3
    — Siemens AG
  • SU.PAT3
    — Schneider Electric S.E.
  • 267250.KOT3
    · no notes yet
  • 298040.KOT3
    · no notes yet
  • 6501.TT3
    · no notes yet
  • 6502.TT3
    · no notes yet
  • 6503.TT3
    · no notes yet
  • CENER.ATT3
    · no notes yet
  • POWLT3
    · no notes yet
  • WEGE3.SAT3
    · no notes yet