New position established: Schneider Electric.
My thesis: Electrification, AI data centers, energy efficiency, industrial automation and grid modernization are likely to grow over decades. More AI means more electricity demand in the long term and therefore more demand for energy distribution, building technology and infrastructure.
Schneider combines several megatrends for me:
- Energy management
- smart buildings
- Data centers
- Industrial automation
- Decarbonization
Target: Expand position to around € 4,000 and then maintain it in the long term.
Which stocks from this sector do you recommend?
