$SIE (+1,1 %) is expanding its portfolio for power distribution, storage and simulation to connect AI data centers faster.
Among other things, they are integrating the battery storage systems from $FLNC (+4,48 %) which I am still well into the red zone. But it will, and the integration of Siemens gives me confidence. $SIE (+1,1 %) itself is also on my watch list and will hopefully find its way into the portfolio soon.