FEATURED — FULL NOTE
Comfort Systems / EMCORFIX / EME
LAYER: GRID, CONSTRUCTION & LOGISTICS · PUBLIC
Mechanical + electrical contractors installing the cooling and power inside AI builds — order books at records.
2026
SAME LAYER: GRID, CONSTRUCTION & LOGISTICS
Quanta ServicesMasTecSpecialized heavy transportHitachi Energy / Siemens Energy / Hyundai Electric (transformers — multi-year backlogs)Powell IndustriesAECOMJacobsFluorTurner Construction (private)DPR Construction (private)
INFORMATIONAL ONLY — not investment advice. Full disclaimer.