Tracy Alloway

We have residential customers, we have commercial customers, we have industrial customers, we have municipal customers.

Everybody needs building products.

If there's a building, it's made of building products.

And just to be clear on the nature of the business, they do installation within the insulation supply chain.

Where do they sit exactly?

Do they manufacture it or is it just distribution and installation?

What do they do?

They don't manufacture it.

They buy it and then they either resell it at a higher price to a contractor or they actually install it.

They sell it and install it and to various customers.

Okay, well, now I have a dumb question, but is there a quality differential when it comes to insulation?

Is there a particular type of insulation that a data center would need versus your run-of-the-mill house?

There's not too many different types of insulation, but there are different types.

And the big manufacturers are ones like Owens Corning or John Mansville or Knauf is another big one.

So, you know, big companies and very high quality stuff.

So insulation has been around for a long time, but technology makes it better and better every decade.

Where's it made, insulation?

It's mostly made in the United States.

Is it?

Yeah.