AAON: Data Centre Tailwinds With High Cash Production

Global data centre demand is soaring and there are major beneficiaries outside of tech. Those positions downstream in the value chain, namely, infrastructure, basic materials, services, all the way down to the mines exploring and producing the raw materials present withEquity strategist [Bernard Holdings]. Objective view on the directional bias of markets. Technical expertise bridges the complex relationships between value drivers, capital flows and price action. Partners are represented over the cross-sect ...