"The market continues to under-appreciate the energy required to power artificial intelligence" — Goldman Sachs

Which utility stocks are best positioned for the prolonged electricity demand boom?

Goldman Sachs highlights the following names as their favorite plays on this theme:

🇩🇪 RWE
🇪🇸 Solaria Energia
🇮🇹 Enel
🇬🇷 Public Power Corporation
🇪🇸 Naturgy Energy
🇫🇷 Engie
🇩🇪 Siemens Energy
🇺🇸 NextEra Energy
🇺🇸 American Electric Power
🇺🇸 Xcel Energy
🇺🇸 Duke Energy

Notably, NextEra Energy $NEE currently tops the Growth + Momentum ranking among utility stocks in the Bastion methodology.