Dan Florness

In addition to that, we've taken supply chains coming into North America, which traditionally came in through the West Coast of the United States, and then we would redistribute from there.

We have moved supply chains, so they're bringing product directly into the West Coast of Canada or the West Coast of Mexico, because those two countries represent about 14% of our revenue.

Now, you bypass the tariff.

However, it's more expensive to break shipments down over in Asia and bring them in.

But it's a lot less than a tariff.

It's reducing our customers' exposure to any market, in this case, China and or Taiwan, but to any market that are on the receiving end of some of the political winds and create an unstable supply base for our customers.

Here it happens to be China.

Another month, it might be a different country.

Another year, it might be a different country.

It's diversifying your supply chain so your eggs are not all in one basket.

That's for our customer.

For us, it's been sluggish since November of 2022, when we really key on what the Industrial Institute for Supply Management puts out the PMI index.

And that's been sub 50, which really plays into our customer base.

Other than January and February of this year, that's been sub 50 since November of 2022.

So we've been in a sluggish economy for a long time from our perspective.

And other than living through the first part of it, where you had customers that were downshifting, the reason our growth is shining through in a different way, A, I think we're executing at a higher level.

But B, once you get through that downshifting, now you're just, even if your customers are at a subdued level, you can grow in that kind of environment.

And that's what's shining through in our numbers right now.

Well, first off, we have a meaningful improvement in our revenue as it relates to things like data centers because we sell into a wide range of customer needs and end market needs, whether that is the actual construction.

I visited many data centers being built where we have people on site there.