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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?