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Reshoring & Sovereignty

Bentley Systems: The software compounder bringing infrastructure into the AI age
Leader in infrastructure software provides counter cyclical business model and upside from US reshoring/stimulus to drive revenues for years
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Ozeco
Prysmian: Global cable leader entering a golden age
New era of growth, visibility and margin expansion underpinned by electrification and grid expansion/modernisation.
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Ozeco
Veolia: Resource management giant (water, waste, energy) due for a rerating
The world leader in environmental services is very resilient, able to grow even in a difficult macro context and is perfectly positioned to ride many…
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Ozeco
Iberdrola: Best integrated utility in the world with a stellar track record and solid growth driven by networks and renewables
The best run utility in the world riding the inflection of electricity demand for the first time in decades driving a historical investment cycle into…
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Ozeco
Hubbell: Pure play on US electrification demand driven by AI and grid investment cycle
Welcome to the 16th investment case, 14th resilience, 8th reshoring/sovereignty and 7th AI & data center idea on Crack the Market (and the most…
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Ozeco
Quanta Services: Countercyclical compounder riding a multi decade infrastructure buildout
Leading utility infrastructure services provider in the midst of an electrical grid modernization and an electrification boom
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Ozeco
Kurita: Water services expert with improving margins and benefiting from reshoring of semiconductor production
A water treatment expert providing resilience, diversified growth, a margin uplift story thanks to higher value added services and potential upside from…
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Ozeco
The future of the US IRA/green technologies: winners and losers
Utilities and solar better than feared, wind, nuclear and EVs get hit hard as expected
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Ozeco
CPKC: The rail connecting Canada/US/Mexico and benefiting from reshoring
An under-appreciated synergy supported growth story with excellent execution and upside potential
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Ozeco
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Itron: Riding the grid investment super cycle and enabling smart grids
Counter cyclical compounder with strong visibility and improving mix pointing to rerating
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Ozeco
Flex: The electronics manufacturing giant building Nvidia’s servers and enabling reshoring is becoming a better business
The company solving the supply chains challenges of the world's most important brands is becoming a better business (mix shift), but also a secret AI…
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Ozeco
3 Themes and 30 Stocks for a Deglobalizing World
This Golden Age of Uncertainty is creating a once in a generation opportunity to build positions in companies and trends that will create long term…
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Ozeco
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