AI Buildout (HVAC, Construction, REITs)
Picks-and-shovels for data-center construction. Cooling and HVAC (VRT, CARR, TT, LII, JCI), specialty contractors (EME, DY, IBP, BLD, KBR, FLR), data-center REITs (DLR, EQIX, IRM, AMT, GDS), networking (ANET, CIEN, LITE), and specialty materials/water (LIN, APD, ENTG, MTRN, WTRG).
No ideas in this sector yet.