Electricity value chain

Under the AI megatrend, the most scarce resource is electricity. Here's a sorted list of stocks related to the electricity value chain for your reference～

• #CCJ Uranium supply$Cameco(CCJ.US) 
• #CEG Nuclear baseload$Constellation Energy(CEG.US) 
• #SMR Modular nuclear reactor$NuScale Power(SMR.US) 
• #OKLO Micro nuclear power
• #EOSE Zinc-based long-duration storage
• #GEV Power conversion hardware
• #VRT Power distribution & cooling$Vertiv(VRT.US) 
• #VST Flexible generation & storage$Vistra(VST.US) 
• #TSLA Utility-scale lithium-ion storage
• #FSLR Utility-scale thin-film solar
• #NEE Utility-scale renewable energy infrastructure$Nextera Energy(NEE.US) 
• #TLN North American renewable generation
• #BWXT Nuclear components & special fuels