Eaton
$9.54
last price
+6.22%
session
$73B
market cap
81
highest conviction
It earns weight in more than one thesis — for different reasons.
Conviction answers one question: if the claim turns out to be true, how directly does this name benefit? The score sets the size, and the formula is published.
Grid and load growth
81/100Electrical distribution sits between every new load and the wire.
Electricity demand grows for the first time in twenty years, and the grid cannot be built quickly.
Build this bookStorage and flexibility
72/100The switchgear that makes flexibility possible on the grid.
Intermittent generation makes storage and demand flexibility more valuable than more generation.
Build this bookPrototype figures. The price, session move, market cap and chart above are generated deterministically from the ticker text. They are not live quotes. The conviction scores and written reasons are real editorial judgements, described on the methodology page.