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5i Recent Questions
Q: Hi,

Have close to a 5% position in HPS.A and love the recent momentum. Do you think electrification still has long term secular tailwinds?

Which of the companies mentioned would be the largest beneficiaries of upgrading or growth of grid equipment (transformers, transmission lines, substations, breakers)?

How would you rank them to buy currently in terms of risk/reward looking at their fundamentals/valuation/growth and which 2-3 would you own? Thank you!
Read Answer Asked by Keith on April 28, 2026
Q: please provide top 2 picks for. 1. AI halo stocks. 2. NON AI halo stocks objective is capital appreciation thanks Richard
Read Answer Asked by richard on March 13, 2026
Q: If you had to choose between GE Vernova (GEV), Quanta Services (PWR) and Enersys (ENS), what would be your favorite?
Read Answer Asked by John on February 17, 2026
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