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Sterling Infrastructure, Inc.

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SECTOR ROUNDTABLES
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Roundtable Forum:optimism Despite Uncertainty In For-profit Education
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MONEY MANAGER INTERVIEWS
Global Strategy Targets Broad Exposure While Limiting Top-Down Risks
Fixed-Income Strategist Sees Opportunity in a Soft Stagflation Economy
Small Cap Value Manager Likes Homebuilders, Furniture, and Trucking
ANALYST INTERVIEWS
Utility Valuations Are Stretched Following Data Center-Driven Rally
U.S. Grid Growth Plans Fall Far Short of Rising Demand
AI Buildout Fuels Growth at Lumentum, Coherent, Ciena
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