Preformed Line Products (NASDAQ: PLPC ) is a mispriced beneficiary of the current trend toward grid modernization and the rapid buildout of large-scale data centers. Currently, the market is treating it as a low-growth cyclical while their productsMy 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 ...