Filtered library · Theme
grid-power-transmission theme · 9 dossiers
Dossiers in the grid-power-transmission theme cluster — 9 names moving on shared catalysts.
All dossiersAMSC
American Superconductor Corporation
Grid/advanced-conductor arms dealer to data-center power; backlog +40% YoY to ~$280M still accelerating, but the grid-power-transmission theme cooled to MATURING and the 2026-05-28 beat sold off on a soft Q1 margin guide ($0.17 vs $0.24…
POWL
Powell Industries, Inc.
Grid + AI-data-center power buildout converting to record orders: Q2 (5/4) orders +97% YoY to $490M, backlog $1.8B into FY2028, plus a post-quarter ~$400M+ largest-ever data center deal. Theme ACCELERATING; stock digesting the $321.94…
MYRG
MYR Group, Inc.
AI/datacenter power-buildout lifting grid electrical contractors; MYRG validated it with a record Q1 (rev $1.0B +20%, EPS $2.99 beat ~45%, backlog $2.84B) and raised FY guide to ~12%. Theme ACCELERATING + cluster-confirmed, but after…
SPXC
SPX Technologies, Inc.
Data-center cooling breakout confirmed: SPXC reclaimed its 200-day near $210 and ran to $234 (~5% off the $246.68 high) on the 2026-04-30 beat-and-raise that hiked DC-cooling growth +50%→+70%. Narrative accelerating, but a fresh entry at…
VMI
Valmont Industries, Inc.
Grid-transmission buildout going structural FERC Order 1920 + AI data-center load driving multi-year utility-structure demand; Q1 (~4/21) beat and raised guide confirmed Infrastructure leadership, and the theme flipped ACCELERATING in…
ATKR
Atkore Inc.
Cyclical electrical-products inflection (first net-sales growth since FY2022, Q2 reported 5/5) ran to a fresh 52w high $90.16 — then FAILED back to $80.61 (-5.1% on 6/5) as the May jobs report pushed the 30Y >5% and gutted the rate…
AZZ
AZZ Inc.
Galvanizing/coatings picks-and-shovels name that rode the grid-power buildout to a $151.67 ATH (2026-05-11), now ~9% off and digesting. Its "substation" leg is being divested (AVAIL switchgear → nVent, $975M), the Q4 binary already…
CLF
freshCleveland-Cliffs Inc.
Grid-power MATURING, GOES story real but Q1 EPS miss, price above every PT, 13.9% short squeeze fuel WATCH a 20-EMA $12 hold.
PLPC
Preformed Line Products Company
Grid MATURING; ATH $391 reversed to $363 (failed breakout/bull-trap) on a Q1 rev miss, P/E ~52, a fund exited into the surge. WATCH for a $355 shelf hold or the ~7/28 Q2 print.