Emily Flippen

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?

Absolutely incredible.

I mean, after today's podcast, I think our listeners have plenty of really unique ways to play at the data center build out without being overexposed or over indexed to any single center, any single trend.

Some really great businesses that are very diversified across all parts of the value proposition for data centers here.

So Don and Anders, thank you both so much for joining.

Thank you.

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