Theme
Data Centers '25: Specialty Construction & Infrastructure Services☆
12 tickers$285.31B market cap
STRL+52.32%13.5%
EME+19.65%12.5%
FIX+107.21%11.5%
MTZ+0.25%10.6%
IESC+73.31%9.6%
APG+14.78%8.7%
PRIM-43.86%7.7%
MYRG+51.29%6.7%
ITG+0.64%5.8%
DY-6.93%4.8%
PWR+60.72%4.8%
GVA+9.87%3.8%
As of Oct 2, 2026, 9:55 PM ET
Data Centers '25: Specialty Construction & Infrastructure Services Constituents
Sterling Infrastructure, Inc.STRL | 13.5% | 5.67% | 3.69% | 17.06% | 6.04% | 74.92% | 25.11% | 352.18% | 52.32% | 268.21% | 2233.42% | $16.37B |
EMCOR Group, Inc.EME | 12.5% | 2.29% | 4.43% | 7.59% | 2.73% | 29.13% | 9.02% | 105.45% | 19.65% | 82.92% | 575.40% | $34.70B |
Comfort Systems USA, Inc.FIX | 11.5% | 2.63% | 6.21% | 10.63% | 2.42% | 84.94% | 20.75% | 404.76% | 107.21% | 339.33% | 2274.73% | $60.82B |
MasTec, Inc.MTZ | 10.6% | 1.06% | -2.60% | -8.24% | 1.06% | -0.66% | -27.55% | 75.90% | 0.25% | 71.84% | 141.80% | $17.34B |
IES Holdings, Inc.IESC | 9.6% | 2.78% | 4.96% | 11.36% | 2.07% | 73.26% | 36.07% | 275.22% | 73.31% | 233.93% | 1358.59% | $13.52B |
APi Group CorporationAPG | 8.7% | 1.17% | 4.69% | 0.43% | -1.20% | 3.32% | -11.09% | 63.21% | 14.78% | 92.82% | 186.55% | $17.49B |
Primoris Services CorporationPRIM | 7.7% | 3.71% | 2.33% | 5.20% | 2.43% | -37.09% | -48.18% | 31.44% | -43.86% | 37.10% | 227.62% | $4.29B |
MYR Group Inc.MYRG | 6.7% | 2.30% | 6.39% | 8.80% | 3.23% | 40.75% | 13.92% | 157.07% | 51.29% | 195.92% | 198.56% | $4.75B |
ITG Inc.ITG | 5.8% | -1.92% | -35.93% | -45.19% | 0.64% | 0.64% | 0.64% | 0.64% | 0.64% | — | — | $851.8M |
Dycom Industries, Inc.DY | 4.8% | 1.40% | -3.77% | -8.62% | 0.53% | -19.68% | -35.39% | 71.82% | -6.93% | 46.61% | 274.03% | $8.22B |
Quanta Services, Inc.PWR | 4.8% | 2.11% | 5.25% | 10.74% | 2.08% | 60.30% | 20.13% | 155.74% | 60.72% | 126.80% | 483.33% | $101.72B |
Granite Construction IncorporatedGVA | 3.8% | 2.63% | 4.89% | 0.75% | 2.63% | 3.96% | -10.81% | 53.88% | 9.87% | 51.03% | 208.70% | $5.25B |
| Theme return | — | 2.43% | 1.17% | — | 2.04% | 36.27% | 8.05% | 154.65% | 39.79% | 146.97% | 566.69% | — |
| Average | 8.3% | 2.15% | 0.04% | 0.88% | 2.06% | 26.15% | -0.62% | 145.61% | 28.27% | 140.59% | 742.07% | $23.78B |
| Median | 8.2% | 2.30% | 4.56% | 6.40% | 2.25% | 16.54% | 4.83% | 90.68% | 17.22% | 92.82% | 274.03% | $14.95B |
| Std Dev | 3.1% | 1.71% | 11.28% | 15.78% | 1.69% | 38.65% | 25.18% | 125.18% | 39.80% | 98.00% | 785.12% | $28.37B |
| Min | 3.8% | -1.92% | -35.93% | -45.19% | -1.20% | -37.09% | -48.18% | 0.64% | -43.86% | 37.10% | 141.80% | $851.8M |
| Max | 13.5% | 5.67% | 6.39% | 17.06% | 6.04% | 84.94% | 36.07% | 404.76% | 107.21% | 339.33% | 2274.73% | $101.72B |
| % Positive Tickers | 91.67% | 75.00% | 75.00% | 91.67% | 75.00% | 58.33% | 100.00% | 83.33% | 100.00% | 100.00% |
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