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Industries

Specialty Industrial Machinery

Industrials
#63 of 100▲9·27 names·$1.1TRanked by 1M vs S&P 500
1D
-0.8%
vs S&P -0.4%
1W
+4.2%
vs S&P +0.9%
1M
+3.6%
vs S&P +5.3%
3M
-4.2%
vs S&P -1.7%
Breadth
65%
of names above their 50-day average

2 theses reaching here

Spending on AI data centers keeps orders flowing to suppliers of chips, network gear, cables and chipmaking tools141 sourcesETNTech giants' long-term power deals for AI data centers bring years of orders for power equipment makers72 sourcesGNRC GEV EMR ETN

26 names in this industry

S&P 500Reference1D -0.4%1W +3.3%1M -1.6%3M -2.5%

PNRPentair plc
-1.7%-2.3%+30.8%+3.0%
MIDDThe Middleby Corporation
-0.5%+4.1%+27.6%+14.9%
FLSFlowserve Corporation
-1.8%+7.2%+19.2%+3.4%
RRXRegal Rexnord Corporation
-1.2%+12.6%+14.9%+2.9%
OTISOtis Worldwide Corporation
-0.5%-3.0%+11.6%+6.2%
AOSA. O. Smith Corporation
-1.0%-3.9%+10.6%+2.9%
IRIngersoll Rand Inc.
+0.3%+4.2%+9.5%+2.4%
DOVDover Corporation
-1.4%+3.4%+8.3%+1.2%
CXTCrane NXT, Co.
-1.7%-3.9%+8.0%+10.3%
ITTITT Inc.
-0.2%+9.5%+7.4%-2.2%
ITWIllinois Tool Works Inc.
-0.7%+0.5%+6.4%-1.4%
EMREmerson Electric Co.
-0.1%+2.7%+3.6%+2.3%
CRCrane Company
-1.7%+5.9%+2.7%-4.1%
WTSWatts Water Technologies, Inc.
-0.9%+2.8%+1.5%-7.1%
PHParker-Hannifin Corporation
-1.5%+7.4%+0.2%-9.3%
IEXIDEX Corporation
-0.8%+6.9%-0.2%-0.4%
DCIDonaldson Company, Inc.
-1.0%+4.5%-0.3%-9.3%
NDSNNordson Corporation
-0.8%+5.2%-0.6%+5.8%
AMEAMETEK, Inc.
+0.6%+8.1%-2.3%-5.4%
GNRCGenerac Holdings Inc.
-0.6%+11.9%-2.6%-11.0%
ROKRockwell Automation, Inc.
-0.5%+6.1%-4.5%-10.1%
XYLXylem Inc.
-1.1%-6.0%-8.5%-21.4%
GGGGraco Inc.
-0.7%+6.6%-10.0%-11.6%
ETNEaton Corporation plc
-0.4%+9.8%-12.2%-20.5%
GEVGE Vernova Inc.
+1.3%+6.2%-13.1%-23.0%
CMICummins Inc.
-1.7%+1.5%-13.4%-27.9%

12 recent connections

Oct 6Google's 22-year power deal with Black Hills Corp means orders for gas power equipmentGEVOct 6Google's nuclear deal puts money into reactor upgrades, and grid equipment makers get the ordersGEV EMRSep 2Import Ban on BESS & Transformers Forces Domestic Grid Hardware BuildoutGEVSep 1India's Sovereign AI GPU Buildout Forces Nvidia's US Supply Chain Into OvertimeETNAug 27Trump executive order banning foreign grid equipment is a direct bullish catalyst for domestic grid security names — long GNRCGNRC ETNAug 19Nordson ATS +28.4% on Electronics Dispense/Test Implicates AMETEK's EIG Order BookAMEAug 18Ohio AI Megasite's Hidden Winner: Midwest Grid Infrastructure, Not NvidiaGEV ETNAug 15Nvidia's $500B AI Financing Arm Is A Demand Guarantee For Power InfrastructureGEVAug 7SpaceX 10GW Compute Buildout Makes Microsoft the Hidden Power Procurement CrisisGEV ETNJul 30Saudi Entry Into Iran Conflict Forces Gulf Energy Infrastructure Hardening SpendEMR ROKJul 28AI CapEx Squeeze Redirects Cash to Power Grid: Long US Utility-Scale Power ProducersGEVJul 27Nvidia Credit Scare Misses the Real Winner: Power Infrastructure SuppliersGEV

Adjacent

Aerospace & DefenseCommunication EquipmentComputer HardwareElectrical Equipment & PartsElectronic ComponentsEngineering & ConstructionScientific & Technical InstrumentsSemiconductor Equipment & MaterialsSemiconductors

Adjacency is derived from our own theses, never from price correlation.

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