Company Intelligence

Due diligence intelligence for active companies. Signal-scored across geopolitical exposure, regulatory risk, and sector tailwinds — ranked by composite risk/opportunity score.

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Total Tracked

Opportunities

Risk Flags

SRE +61

Top Score

✦

Opportunities

(10)

Ticker

Company

Sector

Action

Flag

Score

SRE

🇺🇸Sempra

Sempra combines Texas and California regulated utility growt

Sempra combines Texas and California regulated utility growth (Oncor, SDG&E, SoCalGas) with US LNG i

Sempra combines Texas and California regulated utility growth (Oncor, SDG&E, SoCalGas) with US LNG infrastructure leadership (Cameron, Port

utilities

WATCH

🇺🇸

🇺🇸The Southern Company

Southern Company's Vogtle nuclear units (3 and 4) are now op

Southern Company's Vogtle nuclear units (3 and 4) are now operational, providing low-carbon baseload

Southern Company's Vogtle nuclear units (3 and 4) are now operational, providing low-carbon baseload that hyperscalers are willing to pay pr

utilities

WATCH

🇺🇸

+61—

VST

🇺🇸Vistra Corp.

Vistra combines Texas merchant gas generation with Energy Ha

Vistra combines Texas merchant gas generation with Energy Harbor nuclear acquisition, creating the c

Vistra combines Texas merchant gas generation with Energy Harbor nuclear acquisition, creating the cleanest large independent power producer

utilities

WATCH

🇺🇸

+61—

NEE

🇺🇸NextEra Energy Inc.

NextEra is the largest US renewables developer and the prima

NextEra is the largest US renewables developer and the primary public-market beneficiary of the AI d

NextEra is the largest US renewables developer and the primary public-market beneficiary of the AI datacenter power demand boom, with hypers

utilities

WATCH

🇺🇸

+61—

🇺🇸Dominion Energy Inc.

Dominion's Virginia service territory contains 70% of US int

Dominion's Virginia service territory contains 70% of US internet traffic and is the world's largest

Dominion's Virginia service territory contains 70% of US internet traffic and is the world's largest datacenter market by far. Coastal Virgi

utilities

WATCH

🇺🇸

+61—

DUK

🇺🇸Duke Energy Corporation

Duke Energy's Southeast service territory (Carolinas, Florid

Duke Energy's Southeast service territory (Carolinas, Florida, Indiana) is a primary destination for

Duke Energy's Southeast service territory (Carolinas, Florida, Indiana) is a primary destination for AI datacenter capacity from Microsoft,

utilities

EARLY

🇺🇸

+55—

GEV

🇺🇸GE Vernova Inc.

GE Vernova is a pure-play on the global grid investment and

GE Vernova is a pure-play on the global grid investment and electrification supercycle, with gas tur

GE Vernova is a pure-play on the global grid investment and electrification supercycle, with gas turbines (HA-class) backlogged through 2028

utilities

EARLY

🇺🇸

+52—

CEG

🇺🇸Constellation Energy Corporation

Constellation is the largest US nuclear operator and the mar

Constellation is the largest US nuclear operator and the marquee beneficiary of hyperscaler demand f

Constellation is the largest US nuclear operator and the marquee beneficiary of hyperscaler demand for clean baseload power, with the Micros

utilities

EARLY

🇺🇸

+49—

XYL

🇺🇸Xylem Inc.

Xylem's pure-play water technology platform, expanded by Evo

Xylem's pure-play water technology platform, expanded by Evoqua, benefits from a global water infras

Xylem's pure-play water technology platform, expanded by Evoqua, benefits from a global water infrastructure investment cycle driven by agin

utilities

EARLY

🇺🇸

+46—

GNRC

🇺🇸Generac Holdings Inc.

Generac is reaccelerating after the post-pandemic home stand

Generac is reaccelerating after the post-pandemic home standby digestion cycle, with utility grid re

Generac is reaccelerating after the post-pandemic home standby digestion cycle, with utility grid reliability concerns, severe weather frequ

utilities

EARLY

🇺🇸

+46—