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Energy core
10 names · 1 held
Power generation, grid, and fuels that constrain AI and electrification.
| ETN | Eaton | +11.9% | Improving — extended | investigate |
| POWL | Powell Industries | +10.7% | Needs thesis check | investigate |
| GEV | GE Vernova | +9.9% | Improving — extended | investigate |
| PWR | Quanta Services | +8.4% | Improving — extended | investigate |
| HUBB | Hubbell | +5.3% | Correction candidate | investigate |
| EME | EMCOR Group | +4.6% | Correction candidate | investigate |
| VST | Vistra | +1.2% | Falling fundamentals | investigate |
| CEG | Constellation Energy | -7.6% | Correction candidate | investigate |
| CCJ | Cameco | -11.0% | Insufficient datapartial | investigate |
| BWXT | BWX Technologies | -15.3% | Needs thesis check | investigate |