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16 handpicked stocks

Energy Tech Consolidation: Powering The Future

Baker Hughes' acquisition of Chart Industries for $13.6 billion signals a major consolidation in the energy equipment market. This deal creates an investment opportunity focused on companies providing critical technologies for LNG, nuclear energy, and data center infrastructure.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 29

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

SMR

NuScale Power Corp

SMR

Current price

$35.47

EE

EXCELERATE ENERGY, INC.

EE

Current price

$26.50

OKLO

ALTC ACQUISITION CORP-CL A

OKLO

Current price

$69.29

About This Group of Stocks

1

Our Expert Thinking

Baker Hughes' massive $13.6 billion acquisition of Chart Industries has created a ripple effect across the energy equipment sector. This consolidation signals that specialized manufacturers providing critical infrastructure for LNG, nuclear power, and data centers are becoming increasingly valuable as the energy transition accelerates.

2

What You Need to Know

This group focuses on companies that supply essential technologies for the global energy shift. These firms operate in high-growth niches including cryogenic storage, advanced cooling systems, and fuel cycle technologies. The sector is experiencing significant structural change driven by consolidation and increased investment.

3

Why These Stocks

These stocks were handpicked by professional analysts based on their strategic positioning in the energy tech consolidation wave. Each company provides critical components or services for LNG infrastructure, next-generation nuclear power, or data center operations - sectors that may benefit from increased M&A activity and revaluation.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+114.00%

Group Performance Snapshot

114%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 114% over the next year.

14 of 16

Stocks Rated Buy by Analysts

14 of 16 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔥

M&A Momentum Building

The $13.6 billion Baker Hughes deal is just the beginning. When major consolidation starts in a sector, it often triggers a wave of similar transactions that can boost valuations across the entire supply chain.

Energy Transition Accelerating

These companies are at the heart of the global shift to cleaner energy infrastructure. From LNG facilities to next-generation nuclear power, they're building the backbone of tomorrow's energy system.

💎

Hidden Infrastructure Gems

While everyone talks about renewable energy, these specialized equipment makers and operators often fly under the radar. Yet they're essential for making the entire energy transition possible.

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