Preformed Line Products: Still A Strong Buy For Exposure To Grid Restructuring

In December , I argued that Preformed Line Products ( PLPC ) was positioned as a massive beneficiary of two massive trends: the modernization of the aging U.S. electrical grid and the aggressive power demands of the AIMy research is based on key market themes and works to identify setups that provide asymmetrical risk/reward profiles within these niches. My portfolio is currently built around 5 key themes: (1) Semiconductor Supply Chain, (2) Grid / Power / Energy Transition, (3) Critical Materials, (4) Biot ...