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Fundamental, Research, Video

Electrical Components & Equipment: Bright Outlook Amid Powerful Tailwinds

Jonathan Sakraida, Senior Equity Research

18 October 2024

Summary

Jonathan Sakraida, Senior Equity Research Analyst at CFRA, provides a comprehensive 12-month outlook on electrical components and equipment firms in this recording. He discusses the strong demand for power generation, transmission, and distribution and explores how companies are taking advantage of opportunities from U.S. infrastructure investment, the return of manufacturing to the U.S., and AI adoption.

Watch the Video and Download the Slides.

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