POPA ReconIndustrials Industries by 1-Year Change
Industrials Industries by 1-Year Change Every industrial sector finished the year green, but the top of the table isn't really an industrials story - it's the AI story wearing a hard hat. Electrical equipment is up 125%, nearly 40 points ahead of anything else. Look at who's leading it: Vertiv builds data center cooling and power distribution, Bloom Energy sells fuel cells to campuses that can't wait for grid connections, nVent makes electrical enclosures. Nobody is buying these companies for industrial demand. They're buying the constraint - compute is now limited by electricity, and the…
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