jack fulbright

Time To Go Long Electricity

The Elec Grid issue is a theme I have thought about but still am not sure how to capitalize. It seeems to me that the utes themselves may not be the way to capture outsized returns. The utes will be strapped with expansion, construction, and repair costs that will mitigate gains. I think the way to approach this is via the companies that would benefit from building out and supplying the utes with upgraded equipment. My problem has been that I don't know which companies do this. Most of the ones I'm aware of are major conglomerates where this area would be only a small part of their business.

Anyone out there have some ideas on some small caps that would benefit from this theme?