Tensile Capital Management Bets on Centuri Holdings, Buys $23.6 Million Worth, According to Recent SEC Filing
First off, Centuri might be an under-the-radar stock, but its recent performance has been outstanding. Over the last 18 months, shares have advanced 83%, equating to a compound annual growth rate (CAGR) of 49.5%. Compare that to the benchmark S&P 500 index, which is up 27% over the same period, with a CAGR of 17.1%.
Second, Centuri is benefitting from the enormous investments being made on behalf of the artificial intelligence (AI) revolution. AI data centers require vast amounts of energy to function. So, as power needs grow, so too must the power grid and all its related infrastructure. Consequently, Centuri’s management has noted a significant backlog of work, pointing to durable growth for this energy infrastructure company.
Investors seeking an ancillary play on AI and data center growth may want to consider Centuri Holdings stock.
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Jake Lerch has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Tensile Capital Management Bets on Centuri Holdings, Buys $23.6 Million Worth, According to Recent SEC Filing was originally published by The Motley Fool
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