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Apart from US growth stocks, there are also companies in the German small-cap segment that benefit from the two megatrends of AI and energy supply. I find KSB (i) promising in the medium term! KSB is one of the top 3 companies in pumps and valves. What sounds boring at first enables cycles for liquid cooling using water and glycol in advanced data centers. Also, nothing can operate without main cooling pumps, auxiliary pumps, and cooling water pumps in nuclear power plants and SMRs. This makes KSB an enabler of AI and energy supply. By 2030,...
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