Power generation equipment and grid infrastructure

Focus on power generation equipment and grid infrastructure

Electricity is in high demand, growing at a fast clip

The data center build-out pushes the ‘hyperscalers’ (Microsoft , Google , Amazon and Meta ) to add power plants to their investments

Power generation equipment makers and grid infrastructure contractors stand to benefit for years to come

Focused on 8 stocks with potential growth, the selection does not include power equipment manufacturer Hitachi : performance and volatility could not be computed correctly because a February 19, 2025  2-for-1 stock split was not accounted for

The theme also sets apart the most spectacular performers

• NuScale Power
• Rolls-Royce
• MYR Group
• Primoris Services

Electrical Grid - Cables & Connectors is a companion theme with a broader footprint

Data Centers - Infrastructure Challenges & Data Centers - Exponential Demand Growth provide context and solid performance since publication 15 months ago