I think the idea is wind is in its infancy stage and the point Cramer is trying to make is the companies with wind exposure should be growthing that particular business segment very rapidly. That's his "new technology". The news headlines also support this position. So hopefully, this will amount to much more that 4% of revenue in the future. In the mean time, it might make sense to wait to buy this one as it seems to be experiencing the "Cramer pop".