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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7717 followers
Created: 2025-06-29 15:30:21 UTC

Clearbridge Sustainability Leaders Strategy on United Rentals $URI US

Thesis: United Rentals is the largest construction equipment rental company in North America, benefiting from a growing market shift towards renting, competitive advantages in cost and scale, and expected demand driven by U.S. infrastructure investments.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/Gunwo3GXMAEWT66.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1939345702095568913/c:line.svg)

**Related Topics**
[united states](/topic/united-states)
[sustainability](/topic/sustainability)
[$uri](/topic/$uri)
[stocks industrials](/topic/stocks-industrials)

[Post Link](https://x.com/StockCompil/status/1939345702095568913)