The past 15 years have seen several investment themes emerge, with valuations rising to levels that appeared expensive at the time, yet many of these themes went on to deliver strong returns over the following two to three years. Jefferies believes private power companies have now entered a similar phase.According to Jeffeires, the power sector has evolved into a compelling structural investment theme, supported by multiple drives on both the demand and supply sides. Here are 9 stocks that Jefferies is bullish on. Supercharged