“While the data-center bo-m is a boon for Schenider. Competitors such as Eaton benefit too. Vertiv Holdings and nVent Electric also make hardware and software critical to data-center design and operation.
It isn’t exactly a secret that Schneider shares and the other three stocks benefit from the data-center bo-m. Coming into Wednesday’s trading, Schneider’s U.S.-listed American depositary receipts were up 34% over the past 12 months. Eaton, Vertiv, and nVent shares were up 62%, 306%, and 38%, respectively, over the same span, while the S&P 500 and Nasdaq Composite were up about 24% and 36%, respectively.”
https://www.marketwatch.com/articles/nvidias-ai-bo-m-growth-schneider-eaton-fad283cc?mod=mw_more_headlines