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  5. CLS: forgot to ask, why are certain companies such as CLS, TOU, HPS. [Celestica Inc.]
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Q: forgot to ask, why are certain companies such as CLS, TOU, HPS.A, etc. not included in the market summary reports?
Asked by Rob on March 10, 2026
5i Research Answer:

While we try to initiate research coverage on most stocks within the model portfolios, we do not always initiate coverage. The story's for these stocks have certainly become more established over the years, and our views on the data center buildout have evolved with the market and environment as well. While we cannot make any promises, these are stocks that we may eventually initiate coverage on as they have become more established, proven their track records, and particularly CLS and HPS.A are becoming critical in the data center capex theme.