Primoris Services: An Emerging Data Center Infrastructure Play (NYSE:PRIM)

Core Insights - Primoris Services Corporation (PRIM) is a specialty infrastructure contractor that is strategically positioning itself to leverage several significant market themes [1] Group 1: Market Themes - The company is expected to benefit from key market themes including Artificial Intelligence/Semiconductors, Infrastructure/Logistics/Energy Transition, Financial/Fintech, Healthcare/Biotech, and Weapons & Space [1] Group 2: Investment Strategy - The investment approach combines deep value investing principles with complex growth projections supported by quantitative research and machine learning skills [1]