AZZ — what our data shows
AZZ Inc. is in the business of protecting metal — mainly through galvanizing, a process that coats steel and iron to stop them from rusting. They also do electrical infrastructure work, helping keep power flowing reliably across the grid.
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What our data shows
Our data on AZZ tells a pretty compelling story. On the smart-money side, over 350 big investment funds report holding it — and these aren't small players: Berkshire Hathaway, Tiger Global, and Coatue are all in. That's serious company to keep. On the theme side, we tag AZZ under 'power grid' — which is about as timely as it gets right now, with massive investment pouring into electricity infrastructure across the country.
The takeaway
When names like Berkshire are sitting alongside a power-grid story, that's worth paying attention to — the thing to watch is whether the broader push to upgrade America's electrical infrastructure keeps translating into real business for AZZ.
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