It can be bewildering knowing which stocks to buy. In fact, the company supplies the IT equipment that's helping to fuel the growth of data centres, the building blocks of AI. Its Technology Sourcing (TS) division, which accounted for over 80% of revenue in 2025, also supplies bread-and-butter hardware and software, as well as essential networking solutions. Although it doesn't reveal who these are, the group's an authorised reseller for Amazon, Microsoft, and Alphabet (Google). Indeed, it acknowledged this when it said "further AI-related projects" contributed to the "excellent growth" in its TS business.