we invest in exelon, the big utility in the midwest. they owned a hidden asset called constellation energy, the largest fleet of nuclear power plants. we had no idea the, a i boom was coming. we felt like nuclear was going to go from being part of the problem to part of the solution. we didn't know the ira was coming. it all happened when we invest in exelon, it was a $40 billion company. today the business that was spun off is a $70 billion zpasset. and we did it with a company called mj resources, the regulated utility in north dakota and montana and eight other state in the northwest. we invested in an ldc in the southwest called southwest gas. both of these companies had core utilities and other businesses. both of these companies realized that they wanted to simplify and our core competency is not running a utility, but we could act like an owner. the great thing inside both of those situations is they're spinning off businesses that are services businesses, that do the capex for utilities. so if you think about where a great place

now, in terms of names to watch, there are many active rate cases, including from first energy and exelonme that pinnacle west has improving regulatory environments. utilities were the second-best sectors today. melissa? >> pippa, thank you. tim, you're in utes. >> yeah, i tell you, the c combination of where i think they were overdone on rate concerns, the fact there are some secular themes around power and power generate, the grid, and i think in the case of a next era, next era energy, there's been cases of a misperception about the underlying business. so, i think this is a great place to be. i think energy has pricing power, and i think there's a need to build out the grid. >> and not just for the weather, obviously -- >> a.i. >> a.i., yeah. >> and there's multiple levers that are going to need to be p pulled, and the energy demand are going to be multiples higher than what they are now, by -- exponentially higher. so, if you are in these names and you are earning -- you also have that rate of return while you're in these names, that's probably the least of it. the dividends that you

exelon may be an interesting buy because it's at 4%.ave had calvin butler, i think it's a good story. ci >> we mentioned campbell's apple, depot. the two me we missed were hood shopify as citi adds it to the focused list. >> accelerated revenue growth, they said. when we had harley finkelstein on, it certainly was not the case, and harley was talking about, there were issues with gross margin that they were spending more to get goods. it seems like that's over. shopify is probably -- i don't want to say that stock is cheap. but that's a decent buy. i do like robinhood. they have to broaden out from just being options and crypto. if they could do that, then i think the stock would go to 25 points. >> then, jim, we have moderna today, i think, down about five. the company says the rsv shot, which we've talked so much about, 50% effective. >> 50%. yeah. >> at 18 months. 47% effective at 24. >> that's heads or tails. i want a little more than that. that moved the stock up very, very big. that's going to -- stephan bedsal is not going to be