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NVIDIA Corporation (NVDA)
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NextEra Energy Inc. (NEE)
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Magna International Inc. (MG)
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ChargePoint Holdings Inc. (CHPT)
Q: I do believe that our future will be elecrified, though it will take more than a decade to make real progress. Copper will be a key raw material but we will also need motors, batteries and control systems. Renewable power producers will also be needed of course, but I am more interested in the device side rather than the power production side.
If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?
If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?
5i Research Answer:
Some companies to consider are MG, TSMC, NVDA, CHPT, and NEE. The industry is still very fragmented and the ecosystem is still unclear. These are the names that are well ahead and contributing at the moment.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NVDA.