Eaton Corporation is also on the list and is expected to be a "key beneficiary" of increased investment in electrification and energy efficiency. That's because of what Gershuni called a "close alignment" with industrial megatrends such as reshoring, which is when companies bring their supply chains back to home soil, in addition to electrification. ETN YTD mountain Eaton's strong year Unlike Sempra, it has been a banner year for Eaton with the stock up more than 52%. But Wall Street sees that rally losing steam, with the average price target of analysts polled by LSEG indicating a downside of more than 2%. Still, the average analyst has a buy rating on the stock. NextEra Energy also made the cut, as Gershuni said the company is well-positioned to benefit from unregulated growth tied to the Inflation Reduction Act. Despite falling about 19% this year, the average analyst sees an upside of more than 32% ahead, according to LSEG. The average analyst has a buy rating, per LSEG.