Jonathan Sakraida, CFRA Research analyst, discusses lesser-known plays in the industrials sector (XLI) on Market Domination. He highlights Vertiv (VRT) as a data center infrastructure opportunity due to its leading position in thermal cooling and power management systems, with data centers representing a significant portion of their sales. Sakraida also mentions Xylem (XYL) as a play tied to the 2021 federal stimulus, noting its potential for growth as stimulus funds are dispersed into water infrastructure projects.
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