EXTENDED ROSTER — TRACKED

JacobsJ

LAYER: GRID, CONSTRUCTION & LOGISTICS

Jacobs is tracked on the AI Value Chain under Grid, construction & logistics. A full sourced note lands as the weekly sweep reaches it; extended-roster entries are queued for coverage in roster order.

SAME LAYER: GRID, CONSTRUCTION & LOGISTICS

Quanta ServicesMasTecComfort Systems / EMCORSpecialized heavy transportHitachi Energy / Siemens Energy / Hyundai Electric (transformers — multi-year backlogs)Powell IndustriesAECOMFluorTurner Construction (private)DPR Construction (private)

INFORMATIONAL ONLY — not investment advice. Full disclaimer.

Chain moves, every Monday — free