Thornburg Investment Management’s Portfolio Manager, Steven Klopukh, in Barron’s

This Small-Cap Stock Can Pivot Between Old and New Energy

The energy transition is on its way, but for most companies the tangible results won’t show up for years. At Chart Industries, the action is happening now, and the company’s stock isn’t fully reflecting that yet.

Chart (ticker: GTLS) makes cryogenic tanks and other equipment to freeze gases and make them easier to isolate and transport. Its products operate behind the scenes in a variety of industries, keeping soda bubbly and delivering oxygen to patients suffering from Covid-19.

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