Although forward-looking companies like Facebook and Google have implemented better cooling systems and software that saves on wasted power, most corporate datacenters, which constitute the bulk of total usage, are woefully behind in putting more efficient systems into practice.
With a target of 8% organic production growth, this is a stock where the bulk of the total return may in fact come from stock gains rather than dividend yield.
The non-commercials in the legacy report hiked their net length to 9, 675, with the bulk of the increase fresh buying (total longs rose 1, 712), compared to a net long of 6, 929 in the prior week.