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ThesisStrengthening

Grid upgrades are becoming a multi-year capex cycle.

ETNVRTGEVPWRNEE+7

Evidence6 new this week

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Utilities raise five-year capex plans

Three majors up 30%+ on load growth

now

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Transformer lead times pass 120 weeks

Cited on two supplier calls

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FERC interconnection reform advances

Timing still uncertain

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Surfaced for youToday

Grid modernization

Utilities, equipment, and power for data centers

ETNVRTGEV+9

Advanced packaging moves onshore

New capacity announced in Arizona and Texas

New

Your idea: cybersecurity consolidation

Researching · 14 sources reviewed

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Understand the thesis.

See the evidence behind every opportunity: why it matters, what needs to be true, and what could prove the thesis wrong.

Grid modernizationStrengthening

Why it matters: U.S. electricity demand is growing for the first time in two decades, and the grid wasn’t built for it.
What needs to be true: Regulators keep approving rate cases and equipment lead times stay extended.
What would prove it wrong: Load forecasts get cut, or interconnection backlogs clear faster than expected.

Turn the thesis into a trade.

See the trades that best express the investment thesis, backed by the analysis and evidence behind them.

Trades that express this thesis3 of 8

VRT

Vertiv

Direct exposure to data-center power · 6 pieces of evidence

Best fit

GEV

GE Vernova

Grid equipment and gas turbines · 5 pieces of evidence

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XLU

Utilities Select Sector ETF

Broader, lower-volatility expression · 4 pieces of evidence

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