I went through power sector and can see they are priced for next 2-3 years or even more than that, however the clarity i don't have right now is around the power demand post 2029-2030. I have the below comapnies in my mind but can't see non-cyclical growth beyond 2029-2030. Here is the companies list. Do you guys think any one of these or other than these still have runway left
Generation
- GE Vernova (GEV) * Astor * Constellation Energy (CEG) * Vistra (VST) * Bloom Energy (BE)
SMR / Advanced Nuclear & Geothermal
- Oklo (OKLO) * X-Energy (XE) * Fervo Energy (FRVO) * NuScale Power (SMR) * Kairos Power * TerraPower * Rolls-Royce SMR
Transformers
- Hubbell (HUBB)
Construction & Maintenance of Infrastructure
- Quanta Services (PWR) * MasTec (MTZ) * MYR Group (MYR) * Dycom Industries (DY)
BESS (Battery Energy Storage Systems)
- VivoPower
Cooling
- Munters Group * Alfa Laval (ALFA) * Ecolab
Fuel cells: BE Fuel cell energy