---
title: "Electricity value chain"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/36170231.md"
description: "Under the AI megatrend, the most scarce resource is electricity. I've sorted out the stocks related to the electricity value chain..."
datetime: "2025-11-08T13:54:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/36170231.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/36170231.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/36170231.md)
author: "[Daniel mahade](https://longbridge.com/en/profiles/16394686.md)"
---

# Electricity value chain

Under the AI megatrend, the most scarce resource is electricity. Here's a sorted list of stocks related to the electricity value chain for your reference～

• #CCJ Uranium supply$Cameco(CCJ.US)   
• #CEG Nuclear baseload$Constellation Energy(CEG.US)   
• #SMR Modular nuclear reactor$NuScale Power(SMR.US)   
• #OKLO Micro nuclear power  
• #EOSE Zinc-based long-duration storage  
• #GEV Power conversion hardware  
• #VRT Power distribution & cooling$Vertiv(VRT.US)   
• #VST Flexible generation & storage$Vistra(VST.US)   
• #TSLA Utility-scale lithium-ion storage  
• #FSLR Utility-scale thin-film solar  
• #NEE Utility-scale renewable energy infrastructure$Nextera Energy(NEE.US)   
• #TLN North American renewable generation  
• #BWXT Nuclear components & special fuels

### Related Stocks

- [CCJ.US](https://longbridge.com/en/quote/CCJ.US.md)
- [CEG.US](https://longbridge.com/en/quote/CEG.US.md)
- [OKLO.US](https://longbridge.com/en/quote/OKLO.US.md)
- [EOSE.US](https://longbridge.com/en/quote/EOSE.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [TSDD.US](https://longbridge.com/en/quote/TSDD.US.md)
- [TSLL.US](https://longbridge.com/en/quote/TSLL.US.md)
- [TSLQ.US](https://longbridge.com/en/quote/TSLQ.US.md)
- [09366.HK](https://longbridge.com/en/quote/09366.HK.md)
- [07766.HK](https://longbridge.com/en/quote/07766.HK.md)
- [07366.HK](https://longbridge.com/en/quote/07366.HK.md)
- [TSLR.US](https://longbridge.com/en/quote/TSLR.US.md)
- [SMR.US](https://longbridge.com/en/quote/SMR.US.md)
- [VRT.US](https://longbridge.com/en/quote/VRT.US.md)
- [VST.US](https://longbridge.com/en/quote/VST.US.md)
- [NEE.US](https://longbridge.com/en/quote/NEE.US.md)
- [NEE-S.US](https://longbridge.com/en/quote/NEE-S.US.md)
- [NEE-T.US](https://longbridge.com/en/quote/NEE-T.US.md)
- [EOSEW.US](https://longbridge.com/en/quote/EOSEW.US.md)
- [FSLR.US](https://longbridge.com/en/quote/FSLR.US.md)
- [TLN.US](https://longbridge.com/en/quote/TLN.US.md)
- [GEV.US](https://longbridge.com/en/quote/GEV.US.md)
- [SMR.WS.US](https://longbridge.com/en/quote/SMR.WS.US.md)
- [BWXT.US](https://longbridge.com/en/quote/BWXT.US.md)