Covered companies supplying the data centers, networking, cooling and electricity that AI computing runs on.
| Company | 12-month change | 3-month change | P/E |
|---|---|---|---|
| CSCO Cisco | +74% | +3% | 34.5x |
| DELL Dell Technologies | +278% | +39% | 33.3x |
| GEV GE Vernova | +55% | -5% | 28.8x |
| ANET Arista Networks | +39% | +19% | 64.5x |
| ETN Eaton | +15% | +4% | 43.6x |
| CEG Constellation Energy | -22% | +15% | 28.8x |
| PWR Quanta Services | +60% | +6% | 78.9x |
| EQIX Equinix | +29% | +0% | 65.6x |
| VRT Vertiv Holdings | +33% | -22% | 53.7x |
| DLR Digital Realty | +7% | +2% | 47.1x |
| VST Vistra | -22% | +1% | 27.4x |
| SMCI Super Micro Computer | -29% | +45% | 12.0x |
Figures come from each company's SEC filings and end-of-day prices. Grades describe the data, not the model's view - its ranking and the model portfolio are for subscribers.
Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.
See plans Or get the free weekly newsletterTorvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.
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