Mr. Einboden: From the alternative energy side, we generally look at anything related to alternative energy. From our side it's, for the production processes, maybe the buildout of infrastructure and maybe the development of technology itself. So from the processes side of the things, we cover Tanfield (TAN.L) or Smith Electric. Tanfield is actually a British company, and Smith is a company and that's ventured with Tanfield. And each company produces electric commercial vehicles. We also follow Valence (VLNC), which is a battery manufacturer. And then on the buildout of the technology or development of the technology, we follow Spire (SPIR) and Newport (NEWP). Spire produces turnkey solar module equipment and on the Newport side, they manufacture products that test and measure light, and scribes solar cells. Rob is going to talk about the other companies.
TWST: Rob, what are your coverage areas?
Mr. Young: We also cover MYR Group (MYRG) and Primoris (PRIM), which are on more
of the infrastructure side. Primoris is involved in actually building out the
various power plants, whether those are wind turbines or systems on the solar
side. Then we also cover MYR Group, which is on the transmission and
distribution side, dealing with the electrical grid. It's obviously very
important for the renewable generator to transmit the energy from the production
source to the end user. We also cover Tetra Tech (TTEK), which is involved in
the design, engineering and feasibility analysis. They do have a group that also
constructs the power source; most of their business has dealings on the
consulting side.
Tickers included in this excerpt: MYRG, NEWP, PRIM, SPIR, TAN.L, TTEK, VLNC
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