Jun. 15 at 3:33 PM
Here are some of the most prominent themes that our team is focusing on:
Data center cooling:
$VRT
$MOD
$FIX
$JCI
$CARR
This Datacenter Cooling watchlist captures the ultimate bottleneck of the AI era: as hyperscale clusters hit severe power and thermal walls...
$VRT continues to dominate institutional flows, backed by a strong Q2 organic sales growth guidance of 20%-24% and the strategic closure of the ThermoKey acquisition to lock in next-gen AI factory architectures.
Electrical and mechanical pure-play
$FIX is demonstrating incredible structural alpha. Fueled by dense tech deployments, its Electrical segment surged 88% YoY in Q1, ballooning its total legally committed backlog to an all-time record of
$12.45B.
This healthy market pullback drops these premium compounders like
$MOD right back into vital technical support zones.
Are you staying loyal to liquid cooling pioneer
$VRT, or accumulating
$FIX for its unassailable
$12B+ backlog moat?
