GEV+53.18%18.0%
CAT+103.66%16.0%
RR.LSE+46.39%13.0%
WRT1V.HE+20.77%12.0%
7011.T-4.13%11.0%
CMI+70.37%9.0%
ENR.XETRA+50.89%8.0%
GNRC+12.12%5.0%
BKR+42.00%4.0%
DPC+9.58%4.0%
As of Aug 6, 2026, 4:25 AM ET
Data Centers '26: Recip Engines & Gas Turbines Constituents
GE Vernova Inc.GEV | 18.0% | -0.06% | 0.32% | -11.64% | 2.79% | 55.75% | 16.52% | 207.73% | 53.18% | $271.12B |
Caterpillar Inc.CAT | 16.0% | -0.62% | -1.99% | -10.19% | 6.91% | 52.06% | 17.27% | 162.54% | 103.66% | $401.25B |
Rolls-Royce Holdings plcRR.LSE | 13.0% | 2.68% | 12.23% | 5.50% | 7.07% | 36.74% | 17.80% | 114.88% | 46.39% | $174.62B |
Wärtsilä Oyj AbpWRT1V.HE | 12.0% | -2.21% | -4.07% | -7.74% | -0.47% | -5.76% | -22.73% | 87.15% | 20.77% | $19.92B |
Mitsubishi Heavy Industries, Ltd.7011.T | 11.0% | -2.22% | 6.38% | 0.46% | 6.27% | 4.17% | -20.22% | 46.80% | -4.13% | $84.68B |
Cummins Inc.CMI | 9.0% | 2.25% | -2.17% | -4.13% | 2.53% | 27.39% | 11.37% | 103.21% | 70.37% | $89.73B |
Siemens Energy AGENR.XETRA | 8.0% | 0.00% | 0.70% | -10.97% | 2.15% | 22.72% | -11.65% | 182.20% | 50.89% | $149.08B |
Generac Holdings Inc.GNRC | 5.0% | -0.56% | 7.62% | -15.67% | 10.30% | 59.43% | -3.53% | 69.61% | 12.12% | $12.80B |
Baker Hughes CompanyBKR | 4.0% | -0.10% | 7.72% | 15.81% | 1.95% | 35.42% | -5.50% | 38.88% | 42.00% | $61.22B |
DPC Holdings Ltd.DPC | 4.0% | 0.73% | 2.93% | 5.87% | 12.65% | 9.58% | 9.58% | 9.58% | 9.58% | $7.46B |
| Theme return | — | -0.07% | 2.21% | -3.36% | 4.43% | 34.04% | 4.22% | 130.65% | 52.45% | — |
| Average | 10.0% | -0.01% | 2.97% | -3.27% | 5.22% | 29.75% | 0.89% | 102.26% | 40.48% | $127.19B |
| Median | 10.0% | -0.08% | 1.82% | -5.93% | 4.53% | 31.41% | 3.03% | 95.18% | 44.20% | $87.20B |
| Std Dev | 4.6% | 1.53% | 5.04% | 9.43% | 3.92% | 21.24% | 14.85% | 61.87% | 30.54% | $120.43B |
| Min | 4.0% | -2.22% | -4.07% | -15.67% | -0.47% | -5.76% | -22.73% | 9.58% | -4.13% | $7.46B |
| Max | 18.0% | 2.68% | 12.23% | 15.81% | 12.65% | 59.43% | 17.80% | 207.73% | 103.66% | $401.25B |
| % Positive Tickers | 30.00% | 70.00% | 40.00% | 90.00% | 90.00% | 50.00% | 100.00% | 90.00% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Data Centers '26: Recip Engines & Gas Turbines tracks 10 publicly listed stocks in this theme: 7011.T, BKR, CAT, CMI, DPC, ENR.XETRA, GEV, GNRC, RR.LSE, WRT1V.HE. See the constituent table for details.