-
NextEra Energy Inc. (NEE)
-
Quanta Services Inc. (PWR)
-
Williams Companies Inc. (The) (WMB)
-
MasTec Inc. (MTZ)
-
Jacobs Solutions Inc. (J)
-
Vertiv Holdings LLC Class A (VRT)
-
Constellation Energy Corporation (CEG)
-
Nebius Group N.V. (NBIS)
-
AmeriTrust Financial Technologies Inc. (AMT)
Q: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.
I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!
I'm particularly interested in your comments on management effectiveness
I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!
I'm particularly interested in your comments on management effectiveness
