Core Viewpoint - Element Solutions (ESI) is positioned as a picks-and-shovels provider in growth markets, particularly through its Electronics specialty chemical business, benefiting from ongoing investments in data center capacity [1] Group 1: Company Overview - Element Solutions operates in the Electronics specialty chemical sector, which is crucial for supporting the growth of data centers [1] Group 2: Market Dynamics - The ongoing investments in data center capacity indicate a robust demand for the products and services offered by Element Solutions, positioning the company favorably in the market [1]