AI eats electricity. Utilities and independent power are the unlock.
CEG | TLN | VST | NRG | GEV | |
|---|---|---|---|---|---|
| CEG | · | 0.65 | 0.78 | 0.63 | 0.41 |
| TLN | 0.65 | · | 0.73 | 0.57 | 0.38 |
| VST | 0.78 | 0.73 |
No dedicated thematic ETF yet. Capital access via broad tech or sector ETFs only.
| · |
| 0.72 |
| 0.41 |
| NRG | 0.63 | 0.57 | 0.72 | · | 0.40 |
| GEV | 0.41 | 0.38 | 0.41 | 0.40 | · |
Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.