3 Power Grid Stocks To Own In September 2026

Oil above $100 and higher bond yields are forcing governments, utilities and data center developers to rethink how they secure reliable electricity. Power is becoming scarcer and more expensive just as AI and electrification demand more of it. That tension is creating fresh attention on the companies that build and upgrade the grid. This article walks through three grid infrastructure stocks from our curated universe that merit closer examination.

The stocks highlighted below are a small sample of our power grid universe, and the full screen surfaced 36 more companies with equally compelling stories that sit outside this article. To identify your own high-conviction ideas, head straight into the Power Grid Technology Stocks screener.

Broadcom (AVGO)

Broadcom is better known for AI chips and enterprise software, yet its high performance networking and fiber links are also a crucial part of the digital plumbing that lets power hungry data centers and utilities move electricity information reliably across the grid.

Broadcom Inc. runs a large semiconductor hardware arm and a sizeable infrastructure software franchise that together anchor its role in grid ready digital infrastructure. Semiconductor Solutions generate about US$59.4b while Infrastructure Software adds roughly US$29.7b in revenue, and the group carries a market value near US$1.7t.

"Broadcom is generating substantial free cash flow, expanding its custom silicon business, strengthening its position in networking, and integrating software assets that further diversify earnings."

What happens to that earnings mix if one unseen pressure on hyperscaler and utility demand for high density networking starts to shift?

That pressure point is exactly what the full narrative for Broadcom unpacks, showing how Broadcom could benefit if AI power constraints start reshaping hyperscaler and grid priorities.

Vertiv Holdings Co (VRT)

Vertiv Holdings Co builds the power and cooling hardware that lets AI data centers and modern electrified infrastructure run at very high power densities. Most of its roughly US$7.5b in revenue comes from the Americas, and it has a market value near US$96b.

Vertiv gives you exposure to the physical kit that keeps AI servers and grid connected infrastructure powered and cool, which is why it features so prominently in this power grid screen.

"The liquid cooling market is already growing at roughly 20-30% annually as hyperscalers like Microsoft, Google, and Amazon race to build AI infrastructure. Vertiv's Q4 2025 organic orders surged 252% year-over-year, and its $15 billion backlog is equivalent to roughly 1.5 years of trailing revenue."

What happens to Vertiv’s earnings power if a single assumption about how fast data center power densities climb starts to shift?

If that assumption is wrong, full narrative for Vertiv Holdings Co breaks down how Vertiv’s order book, power density bets and cooling tech could be accelerating or masking future risk.

GE Vernova (GEV)

GE Vernova links power generation with the grid hardware and software that move electricity to where AI data centers and electrified industry actually use it, with roughly US$21.0b from Power, US$12.2b from Electrification, US$8.5b from Wind, and a market value near US$253.5b.

GE Vernova gives you direct exposure to the heavy equipment and grid technology needed to feed AI data centers and electrification projects, yet most investors still frame it as a traditional turbine supplier rather than a power infrastructure platform.

"AI infrastructure spending has dramatically accelerated the need for stable and dispatchable electricity generation; in Q1 2026 alone, GE Vernova reportedly secured $2.4 billion in data-center-related electrification orders, which was more than all of 2025 combined."

The real swing factor is what happens to profitability if one key assumption about where future electricity demand concentrates starts to shift.

That turning point is exactly what the full narrative for GE Vernova unpacks, showing how AI driven demand could accelerate GE Vernova’s grid role while quietly reshaping its risk profile.

Seeking Fresh Alternatives Before They Fly

Fresh ideas tend to move first. Once momentum builds, quiet opportunities can be noticed by more investors and pricing power may change quickly. Consider scanning under-the-radar areas early to access them while they are still less widely followed.

• Identify potential cash generative outliers early by scanning the curated 30 high quality undervalued stocks before renewed momentum moves these balance sheet heavyweights beyond previously attractive entry ranges.
• Gain exposure to the AI buildout more directly by tracking infrastructure specialists with the focused 84 AI infrastructure stocks while that theme is still developing under wider market radars.
• Focus on established automation businesses using the hand picked 93 robotics and automation stocks before changes in order books and new contracts lead investors to reassess valuations.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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