Lori Keith gives insight into the future of energy demand and investments into modernizing the U.S. electric grid. She says Hubbell (HUBB) is providing the “picks and shovels” for these “mission critical” operations. She also highlights Monolithic Power (MPWR) for efficiency and AI use, as well as Brookfield Renewable (BEPC). “Renewables is a central component” of this modernization, she adds. She stresses that this is a multi-decade strategy, not a quick one.