tollbooth
Hubbell Incorporated manufactures the nuts-and-bolts electrical products that physically connect America's power grid — utility poles, connectors, arresters, and T&D hardware — a small but essential tollbooth on every mile of transmission and distribution line being built or upgraded. This analysis is part of Energy Macro’
tollbooth
Eaton Corporation is the power management tollbooth — manufacturing the electrical components, switchgear, and power distribution systems that every building, data center, and industrial facility needs to connect to and manage electricity from the grid. This analysis is part of Energy Macro’s Tollbooth Royalties research. For our complete infrastructure income
tollbooth
GE Vernova is the newly independent power equipment company spun off from GE, manufacturing the gas turbines, grid solutions, and wind turbines that form the backbone of America's electricity generation — the equipment tollbooth collecting on every new power plant and grid upgrade. This analysis is part of Energy