Atkore (ATKR) an interesting small-cap setting up in a bull flag under recent highs and has drawn some smaller, high-dollar call buys recently in July and December. ATKR has traded higher by over 150% in the last twelve months and 20% upside on a breakout move. The $5.15B company trades 13.15X earnings, 1.75X sales, and 10X FCF. ATKR manufactures electrical raceway products and mechanical products and solutions (MP&S) such as conduits and fittings, armored cables, and metal framing. They have broad end-market exposure including new construction, renewable energy, data centers, and industrials. They are the leading brand in a number of their categories and given the short order cycles of many of their stock they face fewer challenges around supply gluts with customers. ATKR is benefitting from some mega-trends within the industrials including electrification of buildings to support net-zero energy transition goals. The company also helps with retrofitting buildings to meet new ESG standards. Elsewhere, their conduits are used across renewable energy cycle to build racking structures as well as transfer energy from the grid. ATKR should see strong long-term growth given the current regulatory pressures to update/refresh infrastructure. RBC with a $129 PT for shares noting in November citing the ongoing supply/demand imbalance continuing to position Atkore as one of the few national suppliers of PVC and metal conduit with capacity to meet on-time demand for construction and retrofits. Short interest is 2.3%.