ACN has had faced some pressures of late, on demand concerns with weak sales and guidance in its most recent quarter. However, ACN is the largest player in the IT consulting space and should be a long-term beneficiary of AI implementation. We like WSP, however it is slightly different with a focus on construction and engineering. WSP is also significantly smaller than ACN, but it is still strong with a large backlog. We would hold ACN and think it could perform well in better economic environment. ACN is also significantly the leader in the space. ACN is based in Ireland, so we are more familar with WSP. ACN is much larger, and we would be OK with both rather than calling ACN as 'better'. It is just different.
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