SCHNEIDER ELECTRIC SE Stock Forum

Schneider's data-center business is projected to grow at double-digit rates in the coming years. Stocks of Schneider, Eaton, Vertiv, and nVent have seen significant growth, with Vertiv's shares trading at about 28 times next year's earnings.

If sales of tax credits increase as predicted by Herweck, it would boost the flow of capital into the renewable-power industry, positively impacting demand for the equipment Schneider makes. This could potentially benefit Schneider's business growth.