• Quanta Services Inc. (PWR)
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• Capital Power Corporation (CPX)
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• Talen Energy Corp (TLNW)
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• Vistra Corp. (VST)
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• GE Vernova Inc. (GEV)
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Q: Of these 'electrification' plays which are your favourites and why for a long term hold?

Upvote 3

Read Answer Asked by Graeme on January 21, 2025

• EQT Corporation (EQT)
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• Coterra Energy Inc (CTRA)
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• Vistra Corp. (VST)
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• Vertiv Holdings LLC Class A (VRT)
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Q: Which would you prefer and why?

VST or VRT, EQT or CTRA

Thanks!

Upvote 4

Read Answer Asked by Austin on January 06, 2025

• NextEra Energy Inc. (NEE)
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• Williams Companies Inc. (The) (WMB)
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• Vistra Corp. (VST)
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• Vertiv Holdings LLC Class A (VRT)
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• Constellation Energy Corporation (CEG)
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Q: If as Satya Nadella says we are moving from being chip constrained to power constrained, what are the best stocks to play this theme? Would you look to data center power and cooling innovators or renewable energy and storage companies or something else?

Upvote 9

Read Answer Asked by Gregory on December 21, 2024