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Energy
The strongest energy angle is bigger than oil prices: power demand is colliding with a slow-moving grid, creating opportunities across generation, transmission, equipment, fuel, and gas infrastructure.
CompanyWhy it mattersSignal
CEG
Constellation Energy
Reliable power
Its nuclear plants can deliver steady electricity when data centers and other customers need it.
Solid · 69.8
$284.89
−0.38%
PWR
Quanta Services
Grid infrastructure
Quanta builds the lines, substations, and other grid equipment needed to connect new power.
—
$650.68
+5.16%
ETN
Eaton
Electrical equipment
Eaton sells the switches and power equipment that buildings, factories, and data centers need.
Solid · 60.3
$425.29
+3.94%
GEV
GE Vernova
Generation and grid
GE Vernova sells turbines and grid equipment that help produce and move more electricity.
—
$956.61
+3.54%
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Curated research map · research only, not investment advice.