Long Thesis: American Superconductor

A Multi-Thematic Winner that’s Powering the Next Phase of Grid Transformation

Preface

We tend to cover broader, more diversified implementations of thematic beneficiaries. Occasionally (once a year or less), however, we find a company with such strong tailwinds from multiple themes that it presents a situation requiring a single stock thesis. The last single stock long thesis we published was Celestica (CLS US) in July 2023, this is our next.

(Full Thesis Below Paywall)