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Celestica Inc. (CLS $352.41)
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Vertiv Holdings LLC Class A (VRT $151.96)
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Nebius Group N.V. (NBIS $106.60)
Q: I am, as you put it, sharpening my pencil. Can you comment a bit on the above three companies. How much overlap is there? Which is the one you would rank the lowest of the three? Leaving aside stable mega caps, for the agressive side of my tech holding, are there any others that you would rank in the top 5 to start looking at that are better or roughly in the same class as these? Thank-you.
5i Research Answer:
There would be some direct overlap between NBIS and VRT, and some indirect overlap with CLS....
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NBIS.