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Stantec Inc. (STN)
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Comfort Systems USA Inc. (FIX)
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SPX Technologies Inc. (SPXC)
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TopBuild Corp. (BLD)
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Trane Technologies plc (TT)
Q: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?