Alexandra Jackson

Director of Equities, Rathbone Asset Management

· tracked since May 2026

Calls 1 1 Posts tracked · 0.1/day

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30d 1

90d 1

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

DPLM Diploma PLC Diploma PLC

Long

May 19

$89.11

Data center wiring play, cheap vs peers.

Diploma provides cabling, wiring, and connectors for data centers, benefiting from the physical infrastructure buildout for AI. The company is delivering high-teens organic growth and trades at a cheaper valuation than US peers, offering a way to play the AI theme in UK mid-caps.

Other

YOUTUBE

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