My thesis and role in the portfolio: $SU (-1,78%) is positioned at the interface of electrification, automation, energy efficiency and digital infrastructure. The "picks-and-shovels" building block for the physical infrastructure of the digital and electrified world.
Drivers: decarbonization, grid expansion, smart buildings, industrial automation and the growing need for infrastructure around data centers and AI.
A recent announcement that reinforces/confirms: https://capacityglobal.com/news/schneider-electric-nvidia-partnership-to-scale-ai-factories/
