Emily Flippen

Their ticker symbol is A-A-O-N.

They are a custom HVAC manufacturing company that was actually one of the first businesses to help make custom heating systems for cannabis greenhouses in North America.

Ironically, Aon is actually

also has exposure to the data center build-out too, because they made an acquisition of a company called Basics a couple of years ago that helps manage thermal cooling for hyperscalers.

These are the types of companies that you would never otherwise hear about that still massively benefit from the expansion of data centers.

When everyone else is focused on the hyperscalers of the world, these are the quiet beneficiaries.

Dan, I already mentioned Aon.

Are there any ancillary or picks and shovels plays for data centers that are on your radar?

I know Comfort Systems and Emcor, for the listeners who are members of Stock Advisor, are probably pretty familiar because those are two recommendations on the hidden gem side of the scorecard.

Since this is the Tuesday Rule Breaker Focus Hour, I have to balance the score here, Dan.

I have to talk about another company that actually fits really well that's on the Rule Breaker side of the scorecard, a company called Stantec.

I

As you were talking about Sterling Infrastructure, it reminded me a little bit about Stantec, the ticker is STN.

That's on the Rule Breaker side of the scorecard.

They're a Canadian design-focused engineering consultant company.

And they also have single-digit exposure in terms of top line, but exposure to the data center build-out as well, helping design projects, as well as some energy projects and infrastructure, that sort of thing, for data center build-out in North America.

So there's just so many unique ways to play it.

I love those stocks.

Anders, what about you?

Anything you're watching that's benefiting from data center build-outs, but not, say, overexposed to it?