U.S. power grid overhaul sparks opportunities as Global X showcases CEG, PWR, ETN, and SMR
Mar. 21, 2025 10:57 AM ET
By: Jason Capul, SA News Editor
The United States is experiencing a dramatic shift in its energy landscape, fueled by the rapid rise in electricity demand driven by data centers, manufacturing, and ongoing electrification initiatives. This transformation is reshaping the nation's power grid and creating vast opportunities for companies involved in the infrastructure overhaul.
Global X, an exchange traded fund issuer, highlighted the potential for investors, as it said "there is an entire ecosystem of companies enabling and benefitting from this massive infrastructure transition." As demand for electricity surges, businesses are increasingly relying on advanced technologies and upgraded systems to power industries from cloud computing to electric vehicles.
Among the key players leading the charge Global X spotlighted shares of Constellation Energy (NASDAQ: CEG), Quanta Services (NYSE: PWR), Eaton Corp (NYSE: ETN), and NuScale Power (NYSE: SMR).
The financial firm said that these companies are at the forefront of the U.S. electrification revolution, contributing to the development of critical infrastructure for power transmission, distribution, generation, and management.
Constellation Energy is one of the largest clean energy providers, while Quanta Services specializes in power grid modernization and installation. Eaton Corp is an intelligent power management company, and NuScale Power is revolutionizing nuclear energy with small modular reactors.
As the nation strides toward a cleaner, more electrified future, these companies are at the forefront in helping shape the foundation of America’s new energy economy. According to Global X, this transformation push presents a significant opportunity for investors to tap into the space.
Furthermore, see how Seeking Alpha’s quant ratings were measured when looking at the four names Global X highlighted.
- Constellation Energy, quant rating of 3.28.
- Quanta Services, quant rating of 3.00.
- Eaton Corp, quant rating of 3.05.
- NuScale Power, quant rating of 3.27.
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