Earnings are expected to skyrocket 200% to $1.59 from $0.53 last year. Shares of Vertiv have been on a tear all year, up 181% year-to-date but it still has an attractive valuation at 24x. Should Vertiv be on your watch list? 4. Sterling Infrastructure ( STRL ) Sterling Infrastructure operates in three segments specializing in E-Infrastructure, Transportation and Building Solutions. E-Infrastructure Solutions provides large-scale site development services for data centers, manufacturing, energy and more. On Aug 7, 2023, Sterling reported a record second quarter and raised full year 2023 guidance.