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The Motley FoolThe Motley Fool··Josh Kohn-Lindquist

Port Capital Raises Atmus Filtration Bet to $22M as AI Boom Fuels Expansion

Port Capital increases Atmus Filtration stake by $21.6M following Koch Filter acquisition, signaling conviction in AI-driven data center and power generation growth markets.
APHTDYATMUHEIHEI.A+2data centersrecurring revenue
The Motley FoolThe Motley Fool··James Halley

Industrial Giants Sidestep Tariff Headwinds With Domestic Edge

Mueller Water Products and Teledyne Technologies offer tariff protection through domestic manufacturing and specialized defense tech commanding premium pricing.
MWATDYaerospace and defensepricing power