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Auxier Asset Management
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Auxier Asset Management: Caterpillar (CAT) benefits from AI infrastructure buildout, driving strong industrial sector performance
In its Q2 2026 investor letter, Auxier Asset Management highlighted that the industrial sector was the strongest performing during the quarter. The firm noted that tech-facing industrial players, incl
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Auxier Asset Management noted that Gates Industrial (GTES) will benefit from the growth in the artificial intelligence sector, citing increasing demand for power generation and cooling capacity in data centers.
Auxier Asset Management noted in its Q2 2026 investor letter that Gates Industrial Corporation Ltd. (NYSE:GTES), a leading manufacturer of engineered power transmission and fluid power solutions, indi
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Auxier Asset Management: Caterpillar (CAT) benefits from AI infrastructure buildout, driving strong industrial sector performance
In its Q2 2026 investor letter, Auxier Asset Management highlighted that the industrial sector was the strongest performing during the quarter. The firm noted that tech-facing industrial players, incl
-
Auxier Asset Management noted that Gates Industrial (GTES) will benefit from the growth in the artificial intelligence sector, citing increasing demand for power generation and cooling capacity in data centers.
Auxier Asset Management noted in its Q2 2026 investor letter that Gates Industrial Corporation Ltd. (NYSE:GTES), a leading manufacturer of engineered power transmission and fluid power solutions, indi
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Auxier Asset Management
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