PWR - Quanta Services, Inc. 0 WATCHERS

VRT, PWR

PWR

If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …

my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …

PWR And EME, buy and hold

The Grid Is the Weakest Link in the Tech Boom Nobody Wants to Talk About If the grid were a highway, we would still be driving on two lanes built in the 70s while trying to fit semi trucks, sports cars, buses, and 10x traffic into the same space. That …

The US Grid Was Built for a 1970s World… Not a 2025 AI Supercycle The longer you look at the numbers, the more obvious it gets: the US grid was built for a country that no longer exists. The backbone of the system dates back to the 1960s and 1970s. …

It's not hype, but there is something to "I can deliver energy now" vs "I can have one of these built in 2027." Beyond that, the issue becomes the IPPs that can deliver now are already up 500-700% in the last 5 years and in the latter category you had …

AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% …

Stephanie Link on CNBC's halftime show has been recommending ROK for a while, along with ETN, PWR, GEV. I have the others but just this week put in orders to buy ROK if it drops to 360 or less. I'd buy in an IRA, so don't have to worry about …

What are everyone’s thoughts on energy and energy infrastructure stocks for the next 5 years? I came up with the list below but wanted to get thoughts on the below and others (also if the below are not worth it) Nuclear & Clean Baseload Energy (Direct AI Power Plays) • …

The Distributed Power Stack: Microgrids, Storage, and the Quiet Picks Behind AI Data centers are multiplying. Power demand is spiking. Classic utilities and heavy grid contractors get most of the airtime, but there is a second lane that sits closer to the bottlenecks: distributed power at the site level. Think …

PWR is my holding for this issue. Other power/energy related positions I hold include: CEG, NEE, GEV, AES, with CCJ and BWXT instead of the speculative SMR companies.