Nov. 20 at 11:59 PM
$PWR ->
$ETN ->
$STRL ->
$VRT
own the industrials that are powering the data center buildout, from grid to construction to highly sophisticated tech needed to keep the data centers cool enough to function
They have benefitted much from the AI buildout already, but should fare even better in the next couple years of the AI Ecosystem buildout
Grids are only now starting to be modernized and expanded, a process that'll take years... in every developed economy on Earth
$VRT and
$STRL are higher beta, but have had incredibly outsized performance while demonstrating very disciplined management with levels of growth industrials don't see (
$NVT may be worth a look, too)
Meanwhile,
$PWR and
$ETN are long- and well-established large-caps that are lower beta than most AI tech stocks but are great compounders - they don't gain as much on any given day, but they gain on far more days than they lose
$PWR and
$ETN are the anchor to
$VRT and
$STRL
