[cabmandone]

Looking at fuel cells, Bloom Energy seems to have made the jump. Haven't looked, but based on their stock price jump, they must be a big player in data centers. Don't know about more upside. Fuel Cell Energy stock is cheap.

Companies that build transmission lines. Quanta Services, Mastec, MYR Group, Michels Power

I'm thinking ETF might be a good way to go to gain exposure to the bigger players.