US / EU · Power & Cooling
Data Center Electrical Gear (UPS, Busway & Distribution)
Inside the hall, every megawatt needs medium-voltage switchgear, UPS, busway and power distribution. A handful of makers supply most of it and backlogs have grown with AI campuses.
Switchgear→UPS→Busway / PDU→Rack
76
Tightness score ⓘ
#14 of 56
▲ Tightening
Lead time
12–24 mo
Theme 1M
−12.6%% in uptrend
0%Metric to watch
Data-center orders and backlog at Vertiv, Eaton, Schneider, Legrand and ABB.
What would prove us wrong
Weakens if electrical-equipment backlogs start shrinking while data-center starts hold up.
Electrical gear theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| VRT Vertiv |
Power and liquid-cooling chain for AI racks | NYSE US |
$200.1 | +2.98% | −21.0% | −25.7% | +23.6% | −46.8% | 2026-10-28 | |
| ETN Eaton |
Electrical content per data-centre MW | NYSE US |
$374.6 | +2.31% | −14.9% | −2.8% | +18.6% | −18.6% | 2026-11-03 | |
| SU.PA Schneider Electric |
Switchgear, power and cooling for data centres | Euronext France |
€235.7 | +1.86% | −19.0% | −8.2% | +1.9% | −24.2% | — | |
| LR.PA Legrand |
Data-center busway, PDUs and power distribution | Euronext France |
€126.0 | +1.49% | −6.6% | −2.1% | +0.6% | −20.1% | 2026-11-05 | |
| ABBN.SW ABB |
Electrification, drives and robotics | SIX Switzerland |
CHF 69.68 | +2.80% | −13.1% | −8.7% | +19.4% | −21.3% | 2026-10-20 | |
| HUBB Hubbell |
Utility and campus electrical products | NYSE US |
$460.9 | +2.85% | −1.2% | −4.4% | +4.7% | −16.9% | 2026-10-27 |
Recent headlines
Auto-updated- Vertiv Completes KES Acquisition, Expands EMEA Coolinggrafa.com · 7h ago
- Vertiv Holdings Completes KES Acquisition, Expanding Thermal Services in EMEATradingView · 7h ago
- Vertiv Completes Acquisition of King Environmental Services Ltd., Expanding Global Fluid Management ServicesYahoo Finance · 7h ago
- Vertiv Launches Converged AI Infrastructure for Gulf Data Centersintlbm · 9h ago
- Vertiv (VRT) Stock Looks Below Fair Value After A Huge RunYahoo Finance · 2d ago
- Schneider Electric unveils modular data center design for NVIDIA Vera Rubin AI infrastructureData Centre Solutions · 3d ago