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Industries

Engineering & Construction

Industrials
#73 of 100▲15·14 names·$302BRanked by 1M vs S&P 500
1D
-0.6%
vs S&P -0.2%
1W
+5.8%
vs S&P +3.2%
1M
+0.2%
vs S&P +2.5%
3M
-12.8%
vs S&P -10.4%
Breadth
43%
of names above their 50-day average

Thesis reaching here

Tech giants' long-term power deals for AI data centers bring years of orders for power equipment makers72 sourcesPWR EME

14 names in this industry

S&P 500Reference1D -0.4%1W +2.6%1M -2.3%3M -2.4%

FERFerrovial SE
+0.8%+5.1%+26.2%-3.5%
EXPOExponent, Inc.
+1.3%+3.9%+20.8%+31.9%
ACMAECOM
+0.6%+5.6%+19.3%+13.3%
TTEKTetra Tech, Inc.
-1.5%-3.6%+11.6%+8.4%
JJacobs Solutions Inc.
-0.3%+6.3%+11.5%+10.2%
APGAPi Group Corporation
-0.0%+6.4%+7.8%-2.8%
FLRFluor Corporation
-1.1%+5.4%+2.7%-10.5%
KBRKBR, Inc.
+0.8%-4.3%-2.3%-5.2%
MTZMasTec, Inc.
-1.3%+5.0%-4.6%-39.6%
PWRQuanta Services, Inc.
-0.7%+11.3%-6.3%-16.7%
EMEEMCOR Group, Inc.
-0.5%+8.4%-10.0%-23.6%
DYDycom Industries, Inc.
-1.7%+6.8%-14.1%-48.8%
FIXComfort Systems USA, Inc.
-1.4%+9.3%-24.9%-40.9%
STRLSterling Infrastructure, Inc.
-3.1%+15.7%-34.5%-51.6%

12 recent connections

Sep 2Import Ban on BESS & Transformers Forces Domestic Grid Hardware BuildoutPWRAug 8Nvidia's Lancium Bet Silently Crowns US Power Infrastructure as AI's Scarce InputPWRJul 27Nvidia Credit Scare Misses the Real Winner: Power Infrastructure SuppliersPWRJul 21TSMC's 4-5x US Cost Premium Creates Structural Moat for US Fab Construction SpecialistsFLR EME FIXJul 13Meta's 5GW Louisiana Bet Exposes a Hidden Grid Bottleneck BeneficiaryPWR EMEJun 27Mega-Cap Tech Rotation Turbocharges Equal-Weight S&P — The Forgotten 493 Wake UpPWR EME FIXJun 27AI Power Hype Cycle Favors Boring Grid Hardware Over Speculative IPOsEMEJun 6Chip Carnage Forces AI Capex Rethink — Long Grid Infrastructure BeneficiariesPWR EMEMay 28Dell AI Server Surge Reveals Hidden Power Infrastructure Bottleneck PlayPWRMay 15No-Deal Summit Freezes Trade Uncertainty — US Industrial Supply Chain Reshoring WinsEME FIXMay 15Adani DOJ Dismissal Unlocks Frozen India Infrastructure CapitalFLRMay 11Iren Debt-for-AI Trade Reveals Hidden Power Infrastructure SqueezePWR

Adjacent

Aerospace & DefenseElectrical Equipment & PartsSpecialty Industrial Machinery

Adjacency is derived from our own theses, never from price correlation.

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