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Quanta Services Inc. (PWR $427.80)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $61.50)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.09)
Q: Looking to increase exposure to the infrastructure theme by either adding to a 3% position in BIP or taking new position in PWR. Are they too similar to hold both or can holding both add diversification strength to a portfolio? Which one would have greater growth potential over 3-5 year timeframe? Thanks for all you do.