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Reaves W H & CO

Jun 2026 → Sep 2026 · 3 funds

Our archive holds 4 letters from Reaves W H & CO, behind 11 investment theses and positions in 21 companies. Every quote below is copied verbatim from the letter it came from.

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4
Letters
21
Companies
1
Moves
11
Theses

3 strategies

Reaves W H & CO publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

What they bought and sold · 1 move

  • AddedCorning
    June 2026
    “Shares of Corning doubled during the quarter as management used an investor day to once again deliver strong, positive revisions to its multi-year outlook.”
    Read the letter

Companies held · 21

Every company Reaves W H & CO has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 11

  • Lumentum Holdings
    September 2026

    Lumentum Holdings supplies optical components for data centers and telecom networks, with AI-driven demand and strong guidance supporting further earnings upside.

    Read the full thesis
  • Cheniere Energy
    September 2026

    Cheniere Energy is expanding LNG infrastructure and securing long-term contracts at attractive returns, supported by strong operations and backlog.

    Read the full thesis
  • Constellation Energy
    September 2026

    Constellation Energy owns nuclear capacity and is winning long-term contracts at premium pricing, improving earnings visibility and long-term growth.

    Read the full thesis
  • Johnson Controls International
    September 2026

    Johnson Controls International benefits from reindustrialization and data center demand, with management initiatives expected to improve margins and earnings growth.

    Read the full thesis
  • Talen Energy
    September 2026

    Talen Energy has a high-quality development pipeline and management is signaling confidence through a large share repurchase program.

    Read the full thesis
  • NiSource
    September 2026

    NiSource has an opportunity to win data center agreements through GenCo, supporting new generation and future earnings growth.

    Read the full thesis
  • Deutsche Telekom
    September 2026

    Deutsche Telekom offers consistent earnings growth, capital returns, and an attractive valuation below 10x forward earnings.

    Read the full thesis
  • Entergy
    September 2026

    Entergy has strong long-term growth visibility, a constructive regulatory backdrop for data centers, and potential to sustain mid-teens EPS growth.

    Read the full thesis
  • Dycom Industries
    June 2026

    Dycom Industries is benefiting from strong fiber deployment demand, expanding data center projects, improving margins, and an attractive valuation.

    Read the full thesis
  • Coherent
    June 2026

    Coherent is exposed to undersupplied hyperscaler optics demand, pricing power, and margin expansion from aggressive capacity ramping.

    Read the full thesis
  • Talen Energy
    June 2026

    Talen Energy has a clearer regulatory path to serve data center demand, with multi-year free cash flow growth supported by accretive generation assets and strong power fundamentals.

    Read the full thesis

Letter archive · 4

2026

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