Electricity has morphed into a growth industry; for the first time in decades, the need for baseload electricity is forecast to grow significantly due to the power required by data centers, EVs, and the seeming electrification ofI look at small to mid-cap companies with disruptive technology. I provide competitive analysis of companies and often research the founders and their previous endeavors. I follow, investigate and report on companies that I believe have growth potential and highlight some of the one ...