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data center infrastructure companies

Companies whose enriched business profile is tagged “data center infrastructure”, drawn from their SEC filings + website text. Sorted by market capitalization; every figure is delayed data from SEC EDGAR + market data, shown with its as-of date.

  • Arm Holdings (ARM) Information Technology — Arm is the foundational architecture provider for the global semiconductor industry, with its intellectual property designs powering nearly every modern smartphone and an increasing number of data center and edge computing devices. ask →
  • Vertiv (VRT) Industrials — Vertiv is a global provider of critical digital infrastructure, powering the hardware and data centers that support the modern digital economy. ask →
  • Monolithic Power Systems (MPWR) Information Technology — Monolithic Power Systems is a leading designer of high-performance, energy-efficient power management semiconductor solutions for diverse high-growth markets. ask →
  • Comfort Systems USA (FIX) Industrials — Comfort Systems USA is a leading provider of essential mechanical and electrical infrastructure services for the commercial and industrial building sectors. ask →
  • Entergy (ETR) Utilities — Entergy is a major US utility provider pivoting its infrastructure to support high-growth energy demand from the expanding data center market. ask →
  • Flex Ltd. (FLEX) Information Technology — Flex is a global manufacturing and supply chain partner providing complex engineering, production, and power infrastructure solutions for diverse technology-driven and regulated markets. ask →
  • Jabil (JBL) Information Technology — Global electronics manufacturing services and precision engineering company serving major brands across consumer, computing, and industrial sectors. ask →
  • GlobalFoundries (GFS) Information Technology — A leading global semiconductor foundry providing feature-rich manufacturing services for essential technologies across mobile, automotive, and infrastructure sectors. ask →
  • Hubbell Incorporated (HUBB) Industrials — Hubbell provides essential electrical components and utility infrastructure solutions that enable the reliable transmission, distribution, and management of power from the grid to the end user. ask →
  • nVent Electric (NVT) Industrials — nVent provides the critical electrical infrastructure components that connect and protect mission-critical equipment in data centers, energy networks, and industrial facilities. ask →
  • Wesco International (WCC) Industrials — Wesco is a global leader in electrical and industrial distribution, offering comprehensive supply chain solutions for critical infrastructure and facilities. ask →
  • STERLING INFRASTRUCTURE, INC. (STRL) Industrials — Sterling Infrastructure is a specialized construction firm delivering critical infrastructure for e-commerce, data centers, and the modern transportation network. ask →
  • APPLIED OPTOELECTRONICS, INC. (AAOI) Information Technology — Applied Optoelectronics is a developer and manufacturer of advanced optical components and modules designed for high-speed fiber-optic data transmission in data centers and broadband networks. ask →
  • SPX Technologies, Inc. (SPXC) Industrials — SPX Technologies is a diversified industrial manufacturer providing critical heating, cooling, detection, and communication infrastructure for essential industries. ask →
  • RAMBUS INC (RMBS) Information Technology — Rambus provides critical high-speed memory interface chips and foundational silicon IP that power the world's most advanced data center and AI-driven computing platforms. ask →
  • Toro Company (The) (TTC) Industrials — A leading provider of innovative turf maintenance, irrigation, and underground infrastructure equipment for professional and residential customers worldwide. ask →
  • ENERSYS (ENS) Industrials — A global leader in industrial stored energy solutions, providing critical battery and power management systems for everything from data centers and telecommunications to electric forklifts and defense applications. ask →
  • AAON (AAON) Industrials — AAON is a leading provider of premium, highly configurable commercial HVAC equipment with a significant growth tailwind from specialized data center cooling solutions. ask →
  • ATKORE INC (ATKR) Industrials — Atkore is a leading manufacturer of electrical raceway and mechanical products that protect and route critical power and data infrastructure. ask →
  • CLEANSPARK INC (CLSK) Information Technology — A bitcoin mining and data center infrastructure company currently pivoting to support large-scale high-performance computing and artificial intelligence workloads. ask →
  • PENGUIN SOLUTIONS INC (PENG) Information Technology — Global IT infrastructure and memory distribution platform transitioning through strategic acquisitions, divestitures, and rebranding to serve enterprise data center and edge computing markets. ask →
  • KEEL INFRASTRUCTURE CORP (KEEL) Information Technology — A digital infrastructure company pivoting from Bitcoin mining to data center development for high-performance computing and AI workloads. ask →
  • BOWMAN CONSULTING GROUP LTD (BWMN) Industrials — A national engineering and technical consulting firm delivering infrastructure design, program management, and environmental services to public and private sector customers across transportation, utilities, data centers, and renewable energy markets. ask →

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Frequently asked

What are the largest data center infrastructure companies?

By market capitalization, the largest data center infrastructure companies in the catalog include Arm Holdings (ARM), Vertiv (VRT), Monolithic Power Systems (MPWR), Comfort Systems USA (FIX), Entergy (ETR).

How many data center infrastructure companies does stocks-llm track?

stocks-llm currently lists 23 data center infrastructure companies (as of 2026-08-24), each with dated fundamentals from SEC EDGAR and market data. Informational only — not financial advice.

Data: SEC EDGAR (filings) + market data (fundamentals, delayed daily-close). Figures shown with their as-of date.

Last updated 2026-08-24.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.

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Informational only — NOT financial advice.

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