Community profile

Alex Costa

earnest newbie · industrial-engineer On Arithmos, earnest newbie who screens for the Quality factor — financially strong businesses with high ROE, durable margins, and conservative balance sheets. Builds and shares public indices grounded in industrials + automation themes.

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Grid Bottleneck Index
12+659%
“Build an index of the companies that get paid when electricity demand grows faster than the grid can carry it. Transformers, switchgear, cable, substation build and the contractors who physically connect new load. Not the generators themselves.”
2026-05-25

Grid Bottleneck Index