Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Southern Company (The) (NYSE:SO), Energy Transfer LP (NYSE:ET), Cheniere Energy, Inc. (NYSE:LNG), Cheniere Energy Partners, LP (NYSE:CQP), NextEra Energy, Inc. (NYSE:NEE), Microsoft Corporation (NASDAQ:MSFT), Tesla Motors, Inc. (NASDAQ:TSLA), Marvell Technology Group Ltd. (NASDAQ:MRVL), Oracle Corporation (NYSE:ORCL), Williams Companies, Inc. (The) (NYSE:WMB), Venture Global, Inc (NYSE:VG), NextDecade Corporation (NASDAQ:NEXT), Targa Resources Corp. (NYSE:TRGP), Plains All American Pipeline, L.P. (NYSE:PAA), USA Compression Partners, LP (NYSE:USAC), Kinder Morgan, Inc. (NYSE:KMI), RWE AG (ADR) (OTCMKTS:RWEOY), Enel S.p.A. ADS (OTCMKTS:ENLAY), Orsted A S Unsponsored ADR (OTCMKTS:DNNGY), Endesa ADR (OTCMKTS:ELEZY), SSE PLC (OTCMKTS:SSEZY), AEP Industries Inc. (NASDAQ:AEPI), Clearway Energy Inc. (NYSE:CWEN), Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI), PG&E Corporation (NYSE:PCG), DT Midstream Inc. (NYSE:DTM), Enterprise Products Partners L.P. (NYSE:EPD), Caterpillar, Inc. (NYSE:CAT), MPLX LP (NYSE:MPLX), Seagate Technology. (NASDAQ:STX), Arista Networks, Inc. (NYSE:ANET), Vertiv Holdings Co. (NYSE:VRT), Riot Blockchain Inc. (NASDAQ:RIOT), Hut 8 Corp. (NASDAQ:HUT), Iris Energy Ltd. (NASDAQ:IREN), Dell Technologies (NYSE:DELL), Quanta Services, Inc. (NYSE:PWR), Primoris Services Corporation (NASDAQ:PRIM), GE Vernova Inc. (NYSE:GEV), Constellation Energy Corp. (NASDAQ:CEG), Vistra Energy Corp. (NYSE:VST), NRG Energy, Inc. (NYSE:NRG), Cameco Corporation (NYSE:CCJ), Entergy Corporation (NYSE:ETR), Reaves Utility Income Fund (NYSEAMERICAN:UTG), Xylem Inc. (NYSE:XYL), Veolia Environnement SA (OTCMKTS:VEOEY), Lindsay Corporation (NYSE:LNN), CF Industries Holdings, Inc. (NYSE:CF), Eaton Corporation, PLC (NYSE:ETN), First Solar, Inc. (NASDAQ:FSLR), NXG NextGen Infrastructure Income Fund (NYSE:NXG), NXG Cushing Midstream Energy Fund (NYSE:SRV), Bloom Energy Corp. (NYSE:BE), MasTec, Inc. (NYSE:MTZ)
