The Index
400 dossiers · 1 need attention
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Energy· WEC
A de-risked regulated-utility play on the data-center power buildout — the PSCW's April-2026 verbal approval of the VLC/Bespoke tariffs converts a $37.5B capex plan into a rate-base annuity, but at ~20x forward EPS the re-rating is mostly priced and the upside now lives in 2028 acceleration, not the multiple.
Energy· RUN
A consolidating monopolist on a leveraged treadmill — RUN's GAAP "profit" is an HLBV mirage, but the OBBBA's asymmetric kill of 25D (not 48E) hands the TPO leader the residential market it can't yet profitably finance; the bet is whether ~$15B of non-recourse debt rolls before rates or a securitization-market hiccup forces a dilutive reset.