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data-center-buildout theme · 2 dossiers

Dossiers in the data-center-buildout theme cluster — 2 names moving on shared catalysts.

All dossiers

HRI

Herc Holdings Inc.

MEDIUM

Equipment-rental roll-up in recovery (+55% off the $88.45 low to ~$137) on data-center/mega-project rental demand + the now-integrated H&E synergy ramp. Bellwether URI raised FY26 guidance (2026-04-23), confirming an ACCELERATING theme.…

Theme leader industrial-power-ai data-center-buildout
catalyst · →

WSC

fresh

WillScot Holdings Corporation

LOW

H2-2026 leasing inflection plus a data-center vertical guided +50% revenue / +70% project pipeline (Q1 call 2026-05-08), with a TOMS/PE takeover floor underneath. But the stock has gone nowhere since the 2026-05-07 beat-and-raise (~$26.47,…

Theme leader industrial-power-ai data-center-buildout
analysed · →