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Super Micro Computer Inc. (SMCI $46.87)
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Comfort Systems USA Inc. (FIX $821.62)
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Dell Technologies Inc. Class C (DELL $135.69)
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Vertiv Holdings LLC Class A (VRT $151.96)
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Nebius Group N.V. (NBIS $106.60)
Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.