Air conditioning systems on the roof of modern building.

Sector Brief - September 23, 2025

The commercial and industrial services sector consists of mission-critical, recurring services that are recession resistant, with demand supported by regulatory tailwinds and recurring revenue in several areas. Access our Q3 brief for further insights from throughout the space, including:

  • Current subsectors with investment potential 

  • Market perspectives and growth dynamics across key segments 

  • Trends we’re seeing from market participants