Filtered library · Theme

data-center-power theme · 2 dossiers

Dossiers in the data-center-power theme cluster — 2 names moving on shared catalysts.

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SHLS

fresh

Shoals Technologies Group, Inc.

HIGH

industrial-power-ai solar-storage-decarb

read · 2026-06-12T19:13:57+00:00 →

CECO

CECO Environmental Corp.

MEDIUM

Data-center-power order book vertical (Q1 orders +97% to $449.5M, b2b 2.2x, guide raised twice) and the $2.2B Thermon merger closed 2026-06-01, ~doubling scale to ~$1.5B combined revenue. Accelerating 2nd-order industrial-power narrative…

Theme leader industrial-power-ai data-center-power

catalyst · 2026-06-09 →