Q: Hello 5i,

POWL was a favourite for electrical power grid growth at one time. There is speculation that their next few quarters may not be as "surprising". We are considering selling and adding a replacement in the sector or a stock in another sector, or just wait out the uncertainty of the market with short term Treasuries.

How confident is 5i in future growth for this niche sector in the US and would you stay in this sector if the dividend withholding cost rises? Please list your top 3 stocks in this sector or an ETF if that is preferred.

Thank you

D&J

Q: I’m looking for some niche type ETF’s that would have companies that supply electrical parts,/equipment suppliers for the electrical infrastructure build that many people are suggesting is coming. It would possibly hold companies like WIRE.
Also if there is an ETF that would contain companies that will benefit from the large data centres that AI companies will require to be built. This ETF would hold companies like FIX.
If there are none than maybe you could drop a few names under each category. HPS.A has been a great find. Thank you. Looking for others in the same field.
Terry

Q: Re. Heather’ s question on Jan. 23 about North America’s electrical infrastructure and the need to up-grade the grid . Been thinking the same and there is a U.S. ETF - First Trust Nasdaq Clean Edge Smart Grid Infrastructure - ticker GRID - for consideration should she wish broader exposure through an ETF.