Jun. 5 at 11:27 PM
Bank of America identified 67 companies positioned to benefit from the rapid expansion of data centers, highlighting firms ranked 18th–37th as attractive mid-tier opportunities within the sector’s supply chain. These companies play key roles in power generation, energy transmission, infrastructure, and component manufacturing, all of which are essential to supporting rising data-center capacity and growing AI-driven electricity demand.
Among the top-ranked names in this segment are Power Grid Corporation of India, which operates India's national power transmission network; HEICO, a manufacturer of electronic and aerospace components that support critical infrastructure; and Weichai Power, a producer of power-generation equipment and engines. The list also includes NTPC, India’s largest electricity generator, and Sungrow Power, a leading provider of renewable-energy, power-conversion, and energy-storage systems increasingly used in modern data-center projects.
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