CECO Environmental (CECO)

CECO is holding up relatively well in the current growth correction. It is still fairly close to its recent high. We would be fine buying in the low $57 range.
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Basic industrial things such as water filtration, water management, dust control in factories. Also has an electrification management business. Solid, relatively small, under $2B market cap. Last quarter sales grew by 35%, but backlog and order grew by 95%. Future revenue visibility is quite substantial. Starting to become very profitable. 

Dust control is imperative in the likes of data centres and GPU factories. So it's becoming a very big part of their business as demand has accelerated. Trades at 32x PE. No dividend.