Research · refreshed nightly · July 28, 2026
Top AI Infrastructure Stocks (July 2026)
AI infrastructure: data centers, networking, power.
Whoever wins the AI application race, somebody has to build the rooms it runs in. These 14 top AI infrastructure stocks are led by the connectivity layer: Credo at an MGI of 75 with 80% annual revenue growth, Astera Labs at 73, and Arista, the $155B networking name, at 71. Vertiv and Bloom Energy carry the power side of the theme.
A median MGI of 60 is high for an industry group and consistent with a spending cycle still working through the supply chain. The range inside the top ten is the caution: Astera's 105% growth and Broadcom's 22% at a $2.0T cap are very different risk shapes wearing the same infrastructure label. Each name opens a full citation-backed analysis.
35companies qualify
48median MGI
2joined this week
The ranking
Sorted by MGI
1
Credo Technology Group Holding LtdCRDO🇺🇸
Revenue +80%/yr · +48%/yr per share · asset light
G 75V 54O 76Cap $36.5B
MGI
75
MVI
54
MTI
57
MOI
76
Cap
$36.5B
Growth
+80%2
Astera Labs, Inc.ALAB🇺🇸
Revenue +105%/yr · +21%/yr per share · asset light
G 73V 43O 70Cap $48.4B
MGI
73
MVI
43
MTI
55
MOI
70
Cap
$48.4B
Growth
+93%3
Fortinet, Inc.FTNT🇺🇸
Revenue +16%/yr · +19%/yr per share · asset light
G 69V 52O 70Cap $111.6B
MGI
69
MVI
52
MTI
44
MOI
70
Cap
$111.6B
Growth
+16%4
Arista Networks, Inc.ANET🇺🇸
Revenue +27%/yr · +27%/yr per share · asset light
G 68V 59O 73Cap $184.8B
MGI
68
MVI
59
MTI
48
MOI
73
Cap
$184.8B
Growth
+27%5
Vertiv Holdings CoVRT🇺🇸
Revenue +17%/yr · +15%/yr per share · scale economics
G 67V 55O 70Cap $103.3B
MGI
67
MVI
55
MTI
48
MOI
70
Cap
$103.3B
Growth
+17%6
Rambus Inc.RMBS🇺🇸
Revenue +18%/yr · +19%/yr per share · asset light
G 66V 48O 65Cap $11.4B
MGI
66
MVI
48
MTI
54
MOI
65
Cap
$11.4B
Growth
+8%7
MACOM Technology Solutions Holdings, Inc.MTSI🇺🇸
Revenue +12%/yr · +10%/yr per share · asset light
G 66V 45O 64Cap $19.1B
MGI
66
MVI
45
MTI
48
MOI
64
Cap
$19.1B
Growth
+23%8
Marvell Technology, Inc.MRVL🇺🇸
Revenue +17%/yr · +14%/yr per share · asset light
G 65V 48O 64Cap $158.9B
MGI
65
MVI
48
MTI
47
MOI
64
Cap
$158.9B
Growth
+28%9
IES Holdings, Inc.IESC🇺🇸
Revenue +16%/yr · +18%/yr per share · scale economics
G 65V 57O 67Cap $10.8B
MGI
65
MVI
57
MTI
44
MOI
67
Cap
$10.8B
Growth
+17%10
Carel Industries S.p.A.CRL.IT🇮🇹
Revenue +9%/yr · -3%/yr per share · asset light
G 65V 60O 69Cap $3.0B
MGI
65
MVI
60
MTI
42
MOI
69
Cap
$3.0B
Growth
+9%11
BELIMO Holding AGBEAN.CH🇨🇭
Revenue +10%/yr · +10%/yr per share · asset light
G 62V 46O 60Cap $13.1B
MGI
62
MVI
46
MTI
35
MOI
60
Cap
$13.1B
Growth
+19%12
Powell Industries, Inc.POWL🇺🇸
Revenue +19%/yr · +18%/yr per share · scale economics
G 59V 57O 61Cap $7.3B
MGI
59
MVI
57
MTI
50
MOI
61
Cap
$7.3B
Growth
+7%13
Advanced Micro Devices, Inc.AMD🇺🇸
Revenue +18%/yr · +11%/yr per share · asset light
G 57V 47O 56Cap $807.1B
MGI
57
MVI
47
MTI
52
MOI
56
Cap
$807.1B
Growth
+38%14
Volex plcVLX.GB🇬🇧
Revenue +17%/yr · +14%/yr per share · scale economics
G 53V 58O 55Cap $1.3B
MGI
53
MVI
58
MTI
45
MOI
55
Cap
$1.3B
Growth
+14%15
nVent Electric plcNVT🇺🇸
Revenue +19%/yr · +20%/yr per share · scale economics
G 52V 53O 53Cap $21.6B
MGI
52
MVI
53
MTI
43
MOI
53
Cap
$21.6B
Growth
+54%16
SPX Technologies, Inc.SPXC🇺🇸
Revenue +14%/yr · +13%/yr per share · scale economics
G 50V 47O 49Cap $10.5B
MGI
50
MVI
47
MTI
46
MOI
49
Cap
$10.5B
Growth
+17%17
Broadcom Inc.AVGO🇺🇸
Revenue +22%/yr · +19%/yr per share · asset light
G 49V 50O 49Cap $1.91T
MGI
49
MVI
50
MTI
50
MOI
49
Cap
$1.91T
Growth
+22%18
Hammond Power Solutions Inc.HPS.A.CA🇨🇦
Revenue +20%/yr · +20%/yr per share · scale economics
G 48V 53O 48Cap $2.3B
MGI
48
MVI
53
MTI
47
MOI
48
Cap
$2.3B
Growth
+27%19
Bloom Energy CorporationBE🇺🇸
Revenue +20%/yr · +9%/yr per share · scale economics
G 46V 46O 45Cap $46.0B
MGI
46
MVI
46
MTI
45
MOI
45
Cap
$46.0B
Growth
+130%20
Gilat Satellite Networks Ltd.GILT🇮🇱
Revenue +17%/yr · +14%/yr per share · scale economics
G 46V 50O 46Cap $965.4M
MGI
46
MVI
50
MTI
55
MOI
46
Cap
$965.4M
Growth
+20%21
Applied Optoelectronics, Inc.AAOI🇺🇸
Revenue +19%/yr · -1%/yr per share · scale economics
G 44V 44O 42Cap $7.3B
MGI
44
MVI
44
MTI
58
MOI
42
Cap
$7.3B
Growth
+51%22
Talen Energy CorporationTLN🇺🇸
Revenue +29%/yr · +41%/yr per share · scale economics
G 42V 57O 44Cap $15.5B
MGI
42
MVI
57
MTI
54
MOI
44
Cap
$15.5B
Growth
+97%23
Clavister ABCLAV.SE🇸🇪
Revenue +13%/yr · -21%/yr per share · asset light
G 40V 65O 42Cap $96.4M
MGI
40
MVI
65
MTI
42
MOI
42
Cap
$96.4M
Growth
+13%24
ADTRAN Holdings, Inc.ADTN🇺🇸
Revenue +15%/yr · +4%/yr per share · scale economics
G 40V 63O 42Cap $891.4M
MGI
40
MVI
63
MTI
50
MOI
42
Cap
$891.4M
Growth
+16%25
NVIDIA CorporationNVDA🇺🇸
Revenue +60%/yr · +61%/yr per share · asset light
G 38V 49O 37Cap $4.90T
MGI
38
MVI
49
MTI
60
MOI
37
Cap
$4.90T
Growth
+60%26
ZJK Industrial Co., Ltd.ZJK🇨🇳
Revenue +31%/yr · +29%/yr per share · scale economics
G 37V 41O 36Cap $121.7M
MGI
37
MVI
41
MTI
68
MOI
36
Cap
$121.7M
Growth
+48%27
Solaris Energy Infrastructure, Inc.SEI🇺🇸
Revenue +34%/yr · +22%/yr per share · scale economics
G 33V 57O 34Cap $4.6B
MGI
33
MVI
57
MTI
55
MOI
34
Cap
$4.6B
Growth
+55%28
Brookfield Infrastructure Partners L.P.BIP🇨🇦
Revenue +16%/yr · +6%/yr per share · scale economics
G 32V 46O 31Cap $31.9B
MGI
32
MVI
46
MTI
40
MOI
31
Cap
$31.9B
Growth
+17%29
Kenon Holdings Ltd.KEN🇸🇬
Revenue +16%/yr · +16%/yr per share · scale economics
G 32V 44O 31Cap $4.0B
MGI
32
MVI
44
MTI
60
MOI
31
Cap
$4.0B
Growth
+16%30
Legence Corp.LGN🇺🇸
Revenue +24%/yr · +24%/yr per share · scale economics
G 31V 44O 30Cap $11.1B
MGI
31
MVI
44
MTI
45
MOI
30
Cap
$11.1B
Growth
+105%31
KG
Zespół Elektrociepłowni Wrocławskich KOGENERACJA S.A.KGN.PL🇵🇱
Revenue +16%/yr · +16%/yr per share · scale economics
G 30O 30Cap $270.1M
MGI
30
MTI
57
MOI
30
Cap
$270.1M
Growth
+16%32
Hallador Energy CompanyHNRG🇺🇸
Revenue +13%/yr · +5%/yr per share · scale economics
G 24V 48O 24Cap $742.1M
MGI
24
MVI
48
MTI
63
MOI
24
Cap
$742.1M
Growth
-14%33
Applied Digital CorporationAPLD🇺🇸
Revenue +75%/yr · +8%/yr per share · asset light
G 23V 53O 23Cap $7.6B
MGI
23
MVI
53
MTI
65
MOI
23
Cap
$7.6B
Growth
+98%
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Research tool, not investment advice. Rankings are generated by our models from company filings and market data, refresh nightly, and are identical for every visitor. Scores reflect our methodology and are not recommendations to act. Data as of 2026-07-28.