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"The "Core & Satellite" Strategy So why own both Because they are complementary not redundant. Holding $XYL and $BMI together creates a powerful "core and satellite" portfolio for this thesis. $XYL is the core a stable diversified global leader that builds the water infrastructure "highways." $BMI is the satellite a focused high-growth technology leader that provides the "smart sensors" for those highways. With Xylem you own a piece of the entire global water value chain capturing large-scale industrial and municipal projects. With Badger Meter you own a concentrated piece of the high-margin"
X Link @crux_capital_ 2025-10-16T13:41Z 1681 followers, XX engagements
"BMI's Industrial & AI Connection $BMI While much of Badger Meter's narrative focuses on municipal utilities the company is strategically positioned to capture demand from the on-shoring and AI boom. Their flow instrumentation product line explicitly targets water-related applications in markets like Building Automation and HVAC which are the core of data center cooling. In fact their own website highlights their solutions for "Overcoming the Challenges of Data Center Cooling." As new domestic fabs and data centers are built the need for precise measurement and control of water in their"
X Link @crux_capital_ 2025-10-16T13:40Z 1681 followers, XX engagements
"On my least thread we talked about AIs massive thirst for water. As cooling demands surge infrastructure players tied to water management are set to become critical. Heres the framework Im using for my investing strategy to capture this demand and the two companies at the center of my thesis: $XYL and $BMI"
X Link @crux_capital_ 2025-10-16T13:40Z 1681 followers, XXX engagements
"Badger Meter's Business Model Revolution $BMI What makes Badger Meter a true innovator is its business model. The company has aggressively shifted from one-time hardware sales to a recurring revenue model built on SaaS and MaaS (Metering-as-a-Service). Through its netAMP Enabled partnership utilities can deploy a full-scale smart metering system with no upfront capital cost instead paying a predictable monthly subscription fee that covers everything from hardware and software to installation and maintenance. This brilliantly lowers the barrier to entry for smaller utilities to adopt advanced"
X Link @crux_capital_ 2025-10-15T12:35Z 1681 followers, XXX engagements