Market Dominance – Yahoo Finance

According to this analyst, two underrated industrial companies

Jonathan Sakraida, CFRA Research analyst, joins Market Domination to discuss some lesser-known topics in the Industrials sector (XLI). Sakraida points to Vertiv (VRT) as an opportunity, noting that it is a great data center infrastructure play as the AI ​​race continues to heat up. “They are a leading manufacturer and service provider of thermal cooling and energy management systems for data centers. Data centers only account for around 75% of their revenue. But at the end of this year we expect this to be closer to 80.85%, just considering how robust this growth is,” he explains. He also points to Xylem (XYL), a play related to the 2021 federal stimulus plan. “It’s been very slow to get to the project activity level, but we’re starting to see some pickup,” he tells Yahoo Finance. Sakraida notes that around $550 billion in stimulus will be distributed over the next few years. Xylem is a water infrastructure company and he calls it a “market leader in this space” that has further potential. For more expert insights and analysis on the latest market activity, check out Market Domination here. This article was written by Melanie Riehl