I went through power sector and can see they are priced for next 2-3 years or even more than that, however the clarity i don't have right now is around the power demand post 2029-2030. I have the below comapnies in my mind but can't see non-cyclical growth beyond 2029-2030. Here is the companies list. Do you guys think any one of these or other than these still have runway left
**Generation**
* GE Vernova (GEV)
* Astor
* Constellation Energy (CEG)
* Vistra (VST)
* Bloom Energy (BE)
**SMR / Advanced Nuclear & Geothermal**
* Oklo (OKLO)
* X-Energy (XE)
* Fervo Energy (FRVO)
* NuScale Power (SMR)
* Kairos Power
* TerraPower
* Rolls-Royce SMR
**Transformers**
* Hubbell (HUBB)
**Construction & Maintenance of Infrastructure**
* Quanta Services (PWR)
* MasTec (MTZ)
* MYR Group (MYR)
* Dycom Industries (DY)
**BESS (Battery Energy Storage Systems)**
* VivoPower
**Cooling**
* Munters Group
* Alfa Laval (ALFA)
* Ecolab
Fuel cells:
BE
Fuel cell energy