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Independent Power Producers
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments Utilities Plus Adam Fackler
|
View | Dividends, Nuclear, Data Centers, Grid Upgrade, Independent Power Producers | AEP, BKH, CEG, DTE, MDU, NEE, PEG, PPL, SO, SRE, VST, XEL | Capital Expenditure, Data centers, dividends, earnings growth, Grid Infrastructure, nuclear, Power Markets, Utilities |