35 Most Important AI Stocks for 2025 According to JPMorgan

13. Vistra Corp. (NYSE:VST)

Number of Hedge Fund Holders: 97  

Vistra Corp. (NYSE:VST) operates as an integrated retail electricity and power generation company. In 2024, the company’s shares soared over 350%, outperforming even tech giants like NVIDIA. This growth was largely attributed to the increasing electricity consumption of AI data centers, which require substantial and continuous power. As a leading power producer with a diverse energy portfolio, including nuclear and natural gas assets, Vistra is well-positioned to meet this rising demand. Strategic initiatives have further bolstered Vistra’s market position. The acquisition of Energy Harbor expanded its nuclear power generation capacity, enabling the company to supply the substantial energy needs of hyperscale data centers. Additionally, partnerships with major tech companies, such as Microsoft and Amazon, have resulted in significant power purchase agreements, securing long-term revenue streams and reinforcing Vistra’s role in supporting AI infrastructure.