-
Northland Power Inc. (NPI $18.04)
-
TransAlta Corporation (TA $20.34)
-
Northwest Natural Holding Company (NWN $47.11)
-
Fluence Energy Inc. (FLNC $16.81)
Q: Between AI data centers & BTCC miners need for electricity is the utility sector going to melt up ?
If 5i agrees with this theme any small cap recommendations ?
If 5i agrees with this theme any small cap recommendations ?
5i Research Answer:
There are not that many investable small cap names in the utility sector. Projects are large and thus require massive capital, so are harder for smaller companies to develop. TA is 'relatively small', as is NPI. BLX and AQN also. In the US, FLNC could see benefit, as could NWN.