EPC & Grid Build-Out Contractors

The contractors that actually string the wire, dig the trenches, and build the substations. Highest direct labor leverage to AI capex.

Players

Players: Quanta Services PWR, MasTec MTZ, MYR Group MYRG, Primoris Services PRIM, EMCOR EME, Comfort Systems USA FIX, API Group APG, Sterling Infrastructure STRL, Granite Construction GVA, Dycom DY, IES Holdings IESC, Bowman Consulting BWMN, Limbach LMB