themes / power-demand · horizon 5-15 years · 56 companies

Electrification & Power Demand

First sustained US electricity demand growth in 20 years.

Trend vs pricing

Trend (reality)

company trend 43 · related-ETF flow 12 · growth 49

Market pricing

Expectations gap-10

Human needs

energy

Related ETFs

XLUNLR

Constraint chain

Trend → Constraint → Required solution

Trend

Datacenters, EVs, heat pumps, industrial reshoring

→

Constraint

Generation capacity, permitting

→

Required solution

Independent power producers, gas turbines, renewables + storage

Attention

Wikipedia, App Store, GitHub, YouTube and search autocomplete · 1 of 2 sources contributing

Attention

blend of per-source scores · breadth 1

Per-source scores

Wikipedia 60YouTube —

Rising queries

electricity bill pay onlineelectricity bill assistanceelectricity bill per monthelectricity bill calculatorelectricity bill averageelectricity bill helpelectricity billy elliotelectricity bill las vegaselectricity bill paymentelectricity prices by stateelectricity prices going upelectricity prices in texas

Wikipedia · 5 articles

7d avg pageviews1368

vs 28d+21.4%

vs 1y+0.2%

z vs own history+0.02

Electricity pricingNatural gas-fired power plantGas turbineHeat pumpElectric vehicle

Apps · GitHub · YouTube

Apps in top-100—

GitHub repos—

YouTube videos / day59.1

Measured over50 videos · 20.3 h

YouTube vs 28d— (12 of 21 days of history)

Newest YouTube uploads for this theme

· How to Calculate Your Electricity Bill? ⚡ | Telugu #facts #automobile #ElectricityBill #CurrentBill
· கரண்ட் பில் உயருமா? அமைச்சர் அருண்ராஜ் விளக்கம் | Electricity Bill | PTD
· ഇങ്ങനെ പണി ചെയ്യുന്നവരെ എന്ത് വിളിക്കണം? #electrical #electrician #electricitybill
· बिजली बिल मत भरना #shorts
· बिजली बिल दोगुना आए तो तुरंत करें ये 3 काम! #BijliBill #ElectricityBill #ytshorts #viralvideo #yt

Member companies

Sorted by effective exposure (weight × order decay)

Ticker	Name	Weight	Order	Reality	Pricing	Gap	Growth	Quality	Value
CEG	Constellation Energy	70%	1	53	55	-2	71	21	43
VST	Vistra	70%	1	28	46	-18	28	40	54
NRG	NRG Energy	60%	1	49	29	+20	58	19	54
FSLR	First Solar	60%	1	55	10	+45	59	62	94
NEE	NextEra Energy	50%	1	36	44	-8	38	42	49
GEV	GE Vernova	50%	1	74	59	+15	81	66	42
AES	AES Corporation	50%	1	59	42	+17	72	40	75
AGX	Argan Inc	50%	1	86	31	+55	91	75	57
BE	Bloom Energy Corp	50%	1	71	86	-15	78	43	5
TLN	Talen Energy Corp	50%	1	35	59	-24	45	30	41
SO	Southern Company	40%	1	20	45	-25	26	12	54
DUK	Duke Energy	40%	1	32	36	-4	37	13	72
AEP	American Electric Power	40%	1	42	47	-5	47	23	56
AEE	Ameren	40%	1	23	45	-22	26	12	56
D	Dominion Energy, Inc	40%	1	62	46	+16	71	37	55
EIX	Edison International	40%	1	57	17	+40	71	21	88
ENS	EnerSys	40%	1	47	29	+18	44	60	82
ES	Eversource Energy	40%	1	33	30	+3	45	14	82
ETR	Entergy Corp /De/	40%	1	45	62	-17	66	9	26
EVRG	Evergy	40%	1	27	57	-30	28	12	45
EXC	Exelon	40%	1	25	30	-5	27	12	77
FE	FirstEnergy	40%	1	28	50	-22	42	10	46
GNRC	Generac Holdings Inc.	40%	1	31	66	-35	23	40	26
LNT	Alliant Energy	40%	1	33	52	-19	39	23	39
NI	NiSource	40%	1	32	39	-7	46	13	62
PCG	PG&E Corporation	40%	1	35	31	+4	44	8	58
PEG	Public Service Enterprise Group	40%	1	26	40	-14	38	16	57
PNW	Pinnacle West Capital	40%	1	34	46	-12	40	10	60
PPL	PPL Corporation	40%	1	39	46	-7	50	11	53
SRE	Sempra	40%	1	12	58	-46	13	7	23
CMS	CMS Energy	30%	1	31	33	-2	34	35	68
CNP	CenterPoint Energy	30%	1	25	54	-29	28	23	38
DTE	DTE Energy	30%	1	22	31	-9	18	28	72
ED	Consolidated Edison	30%	1	39	34	+5	39	50	85
IESC	IES Holdings, Inc.	30%	1	73	53	+20	82	52	48
WEC	WEC Energy Group	30%	1	24	46	-22	28	21	52
XEL	Xcel Energy	30%	1	21	56	-35	31	8	35
POWL	Powell Industries Inc	40%	2	64	50	+14	61	74	30
ATKR	Atkore Inc.	30%	2	32	82	-50	28	19	28
EXE	EXPAND ENERGY Corp	30%	2	56	27	+29	66	48	84
MYRG	Myr Group Inc.	30%	2	70	39	+31	81	53	57
PRIM	Primoris Services Corp	30%	2	15	33	-18	13	21	50
RRX	Regal Rexnord Corp	30%	2	39	40	-1	38	26	48
STRL	Sterling Infrastructure, Inc.	30%	2	79	49	+30	84	58	36
CMI	Cummins	20%	2	48	36	+12	48	46	60
DVN	Devon Energy	20%	2	64	62	+2	70	48	51
FANG	Diamondback Energy	20%	2	56	63	-7	64	45	44
HRI	Herc Holdings Inc	20%	2	53	54	-1	71	33	39
IR	Ingersoll Rand	20%	2	52	47	+5	51	45	53
J	Jacobs Solutions	20%	2	60	67	-7	71	33	31
JCI	Johnson Controls	20%	2	61	72	-11	74	37	35
TEL	TE Connectivity	20%	2	58	39	+19	64	55	77
TRGP	Targa Resources Corp.	20%	2	35	76	-41	38	37	29
TT	Trane Technologies	20%	3	50	64	-14	47	63	38
CCI	Crown Castle	10%	3	55	59	-4	36	58	33
XYL	Xylem Inc.	10%	3	35	24	+11	31	40	73