Theme

Data Centers '26: Recip Engines & Gas Turbines☆

11 tickers$1.20T market cap
10D rank10D#531of 1,239 themes/1,239#20of 31 in Data Centers/31 Data Centers
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As of Oct 2, 2026, 9:55 PM ET

Data Centers '26: Recip Engines & Gas Turbines Constituents

GE Vernova Inc.GEV
16.5%0.13%3.76%6.95%-0.15%50.86%12.87%198.06%62.64%288.50%653.86%$263.32B
Caterpillar Inc.CAT
14.7%2.31%4.29%6.36%1.97%47.09%13.44%153.97%71.77%119.63%369.97%$389.43B
Rolls-Royce Holdings plcRR.LSE
11.9%0.37%-1.40%-1.80%0.37%25.82%8.39%97.72%24.19%179.31%908.77%$161.65B
Wärtsilä Oyj AbpWRT1V.HE
11.0%4.26%-3.09%1.35%4.26%-6.92%-23.67%84.86%12.85%50.49%201.91%$19.48B
Mitsubishi Heavy Industries, Ltd.7011.T
10.1%-0.75%-2.01%2.88%-0.75%-1.79%-24.78%38.41%-3.55%61.05%815.76%$81.10B
Capstone Energy+, Inc.CEPL
8.3%2.63%-26.47%-20.74%-0.11%-0.11%-0.11%-0.11%-0.11%——$145.0M
Cummins Inc.CMI
8.3%2.19%0.44%-4.08%2.21%3.53%-9.49%65.15%22.16%62.19%152.22%$72.90B
Siemens Energy AGENR.XETRA
7.3%2.03%-1.48%-0.05%2.03%16.45%-16.16%167.78%29.67%336.30%527.19%$140.03B
Generac Holdings Inc.GNRC
4.6%4.28%5.65%20.51%4.77%59.73%-3.35%69.94%28.14%37.20%-46.46%$12.76B
Baker Hughes CompanyBKR
3.7%0.68%-1.35%-12.60%1.56%24.03%-13.45%27.21%16.70%52.45%145.61%$55.59B
DPC Holdings Ltd.DPC
3.7%-2.04%4.96%8.09%1.17%-8.99%-8.99%-8.99%-8.99%-11.80%-11.80%$6.00B
Theme return—1.49%-1.33%1.45%1.65%22.07%-5.09%109.97%32.42%138.98%471.04%—
Average9.1%1.46%-1.52%0.62%1.58%19.06%-5.94%81.27%23.22%117.53%371.70%$109.31B
Median8.3%2.03%-1.35%1.35%1.56%16.45%-8.99%69.94%22.16%61.62%285.94%$72.90B
Std Dev4.1%1.89%8.44%10.40%1.68%23.42%12.89%65.09%24.17%109.12%322.41%$117.11B
Min3.7%-2.04%-26.47%-20.74%-0.75%-8.99%-24.78%-8.99%-8.99%-11.80%-46.46%$145.0M
Max16.5%4.28%5.65%20.51%4.77%59.73%13.44%198.06%71.77%336.30%908.77%$389.43B
% Positive Tickers81.82%45.45%54.55%72.73%63.64%27.27%81.82%72.73%90.00%80.00%
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