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: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.

Q: Good morning,

Update on POWL please.
Worth averaging in in its current state? Any particular catalyst other than tariff that you are watching for.

Thank you.