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  5. BIPC: I have core positions in all Brookfield entities. [Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares]
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Q: I have core positions in all Brookfield entities. I've read a lot lately about higher demand for electricity and the need to expand electricity production capabilities. Are there other firms directly involved in the building out and monitoring of electricity supply, either nuclear or conventional that I should be looking into?
Thanks in advance. David
Asked by David on March 27, 2024
5i Research Answer:

We think companies that play into this theme are existing power producers.  In no order, we would say to look into H, RNW, TRP, CPX, INE, and NPI. Some of these names are renewables focussed such as H, RNW, INE, and NPI. The more traditional power producers here are FTS and CPX. 

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