Themes · power grid

Power & the grid

Generation, transmission, utilities, turbines and cooling — the energy the buildout needs. As of the 2026-09-15 session · marker GRID.

Movers · last 20 sessions

90%

of 10 members moved >10%

1 up · 8 down

direction of those moves

43%

of the 721 liquid names moved >10%

97 up · 212 down

the universe, same window

A move is a move in either direction. The base rate is what a random liquid name did over the same 20 sessions; a theme that moves more than the base rate is unusual, not right.

Members · the tape

Ticker	Sector	Bucket	Last	20d	5d	Notable days (14)	Play fired (last 14d)
VICR	Technology Hardware	Power & Cooling	$183.97	-27.8%	-5.2%	1	—
FRMI	REITs	Power & Cooling	$4.74	-23.1%	-17.3%	—	—
POWL	Electrical Equipment	Power & Cooling	$171.80	-21.6%	-6.1%	2	—
VRT	Technology Hardware	Power & Cooling	$235.06	-19.7%	-18.9%	3	—
FPS	Electrical Equipment	Power & Cooling	$31.29	-19.0%	-4.0%	5	—
OKLO	Utilities	Power & Cooling	$35.87	-18.6%	-17.6%	—	—
GEV	Electrical Equipment	Power & Cooling	$882.21	-18.3%	-9.0%	—	—
ETN	Technology Hardware	Power & Cooling	$392.96	-13.7%	-7.0%	1	—
BE	Electrical Equipment	Power & Cooling	$259.09	+10.6%	-5.7%	2	—
CEG	Utilities	Power & Cooling	$260.89	-6.2%	-12.7%	2	—

All 10 members shown. 13 more names carry the label at low classifier confidence and are left off the desk on purpose.

Investors · who is in, who is only talking

5 people bullish, 0 of them positioned; 0 bearish, 0 of them positioned (last 90 days, latest dated view per person).

Bullish	Stance	Date	Where	Said as
Carly Anderson	view only	2026-09-03	Macro Voices	Supercritical Co2 Turbine Bottoming Cycles On Existing Power Assets
Luke Gromen	view only	2026-08-14	The Meb Faber Show	Grid
Tyler Neville	view only	2026-08-07	Forward Guidance	Power Infrastructure
Chamath Palihapitiya	view only	2026-07-31	All-In Podcast	Electricity Generation And Storage
Larry Fink	view only	2026-07-15	CNBC Television	Power / Electricity Grid Infrastructure

Bearish	Stance	Date	Where	Said as

Our record on this theme

No published pick has landed inside this theme yet.

Entrants · small-cap 8-Ks read into this theme (last 60 days)

Filed	Ticker	Company	What	Read
2026-09-14	EOSE	Eos Energy Enterprises, Inc.	financing	Eos Energy received an $87M DOE loan advance, bringing total draws to $178M, to fund its second zinc-based long-duration battery storage production line at Thorn Hill. “supports 4 GWh of annual battery manufacturing capacity in Western Pennsylvania” filing DOE loan advance (third draw) $87,018,601 (September 10, 2026) — “on September 10, 2026, the FFB funded $87,018,601 under the FFB Promissory Note” Total DOE facility drawn to date approximately $178 million (As of September 2026) — “Eos has now drawn a total of approximately $178 million of its DOE facility since 2024.” Annual manufacturing capacity (target, two lines) approximately 4 GWh (Upon completion of Line 1 relocation) — “Eos expects Thorn Hill to support approximately 4 GWh of annual manufacturing capacity across two lines.”
2026-09-10	MYRG	MYR GROUP INC.	financing	MYR Group, an electrical construction contractor serving transmission and distribution markets, upsized its credit facility to $690M revolving plus ~$220M term loans to refinance existing debt and fund working capital and growth. “MYR Group Inc. (the "Company") entered into a five-year Fourth Amended And Restated Credit Agreement...The Credit Agreement provides for a revolving credit facility of $690 million...and a term loan credit facility...of $150 million and a Canadian Dollar tranche of C$70 million.” filing
2026-09-08	HE	HAWAIIAN ELECTRIC INDUSTRIES INC	update	Hawaiian Electric Industries files a routine investor presentation covering its existing regulated utility operations, wildfire mitigation programs, and capital spending cycle across five Hawaiian island grids. “Operating Vertically-Integrated Electric Utility Serving ~95% of Hawaii's Population... 1,608 MW owned generation... ~$4 Bn total rate base” filing rate base ~$4 Bn (as of December 31, 2025) — “~$4 Bn total rate base... 1,608 MW owned generation” market cap $1.9 Bn (as of 9/4/2026) — “$1.9 Bn market cap... $3.9 Bn enterprise value”
2026-09-08	SEI	Solaris Energy Infrastructure, Inc.	m&a	Solaris Energy Infrastructure acquires Omega Foundation Services, an EPC firm with heavy civil construction expertise including large-scale data centers, expanding its power infrastructure construction capabilities. “Adds to the Company's full-cycle power solutions, which now include early-stage site services, front-end plant installation & commissioning services and electrical substation development.” filing acquisition consideration — cash approximately $101 million of net cash c (closed 2026-09-01) — “Funded through approximately $101 million of net cash consideration, $28 million debt and lease assumption, and issuance of approximately 3.6 million Class A Solaris shares.” acquisition consideration — debt/lease assumed $28 million (closed 2026-09-01) — “Funded through approximately $101 million of net cash consideration, $28 million debt and lease assumption, and issuance of approximately 3.6 million Class A Solaris shares.”
2026-09-01	CPK	CHESAPEAKE UTILITIES CORP	financing	Chesapeake Utilities sold a 49% stake in its Florida Energy Pathway natural gas transmission project to NextEra Energy Resources, securing joint-venture financing for a ~$1.2 billion intrastate pipeline from Palm Beach County to Miami-Dade. “Peninsula will retain 51% ownership of the project and NextEra Energy Resources ("NEER") will acquire a 49% minority ownership interest” filing total project investment approximately $1.2 billion (project total (in-service 2030)) — “Total project investment is estimated to be approximately $1.2 billion, pending finalization of design and development activities.”
2026-08-31	ARRY	Array Technologies, Inc.	m&a	Array Technologies closed its $165 million acquisition of Affordable Wire Management, expanding its cable and balance-of-system product portfolio for utility-scale solar and energy storage. “acquisition broadens ARRAY's portfolio of complementary balance-of-system solutions, strengthens its ability to serve utility-scale solar and distributed generation customers, and is expected to create new growth opportunities in battery energy storage” filing acquisition consideration approximately $165 million (closing August 31, 2026) — “Buyer paid cash consideration of approximately $165 million, net of customary adjustments for cash, indebtedness, net working capital, transaction expenses and escrow amounts” Adjusted EPS accretion at least high single digit (first year before synergies) — “The acquisition is expected to be at least high single digit accretive to ARRAY's Adjusted EPS in the first year before synergies.”
2026-08-27	NBR	NABORS INDUSTRIES LTD	m&a	Nabors Industries deepens its prior investment in Quaise Energy with a $35 million equity stake to support commercialization of millimeter-wave superhot geothermal drilling for utility-scale power generation. “The planned first phase targets 50 megawatts of reliable power, with subsequent phases targeting up to one gigawatt of additional capacity.” filing strategic equity investment $35 million (August 2026 (closing)) — “Nabors Industries Ltd. today announced the completion of a $35 million strategic equity investment in Quaise Energy, Inc.” geothermal capacity target — phase 1 50 megawatts (planned / Project Obsidian) — “The planned first phase targets 50 megawatts of reliable power, with subsequent phases targeting up to one gigawatt of additional capacity.” geothermal capacity target — subsequent phases up to one gigawatt (planned) — “The planned first phase targets 50 megawatts of reliable power, with subsequent phases targeting up to one gigawatt of additional capacity.”
2026-08-19	AMRC	Ameresco, Inc.	update	Ameresco announced its CFO's resignation effective September 25, 2026, while reiterating FY2026 guidance of $2.0B–$2.2B revenue; the underlying energy infrastructure business is unchanged. “Ameresco, Inc. (NYSE: AMRC) is a leading energy infrastructure company delivering integrated solutions to create reliable power and modernize infrastructure.” filing revenue guidance $2.0 billion to $2.2 billion (FY2026) — “Ameresco is pleased to reiterate its guidance for full year 2026 revenue of $2.0 billion to $2.2 billion, Adjusted EBITDA of $250 million to $270 million” Adjusted EBITDA guidance $250 million to $270 million (FY2026) — “Ameresco is pleased to reiterate its guidance for full year 2026 revenue of $2.0 billion to $2.2 billion, Adjusted EBITDA of $250 million to $270 million” Non-GAAP EPS guidance $1.15 to $1.35 (FY2026) — “Ameresco is pleased to reiterate its guidance for full year 2026 revenue of $2.0 billion to $2.2 billion, Adjusted EBITDA of $250 million to $270 million, and Non-GAAP EPS of $1.15 to $1.35” cumulative energy capacity contracted over 5 GW (since founding 2000) — “Ameresco is a trusted full lifecycle partner, delivering over $15 billion in solutions and contracting over 5 GW of energy resources since its founding in 2000.”

8 filings shown; 2 more were read and filed here below the confidence floor, so they are not on this table.

An analyst model reads every 8-K from a universe company under $5B and files it under the theme it enters or reports inside, quoting the filing. This says who walked in and what they said; whether entrants outperform is a separate question we have not measured.

Membership is a current classification, not a history: a name that entered the theme last month reads as if it were always here. Entrants come from 8-Ks of universe companies under $5B only. Nothing on this page is a recommendation; the tape says what is unusual, the voices say who is in, the record says how our own picks did, the filings say who walked in.