Provide Infrastructure to Key Industries: Semiconductors and memory steal the headlines when it comes to AI CapEx, but data centers are still huge buildings made of steel, generators, turbines, and A/C units. Industrials benefit from the ripple-down effect of these growing needs, and judging by AI hyperscaler capex plans, demand is only going to increase from here. Additionally, increased U.S. defense spending and a rebound in the aerospace sector have provided tailwinds for the sector.AI and Improved Effic ...