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Data Centers '25: Construction & Infrastructure Services
9 tickers · $101.46B total market cap
Group: Data Centers
Data Centers '25: Construction & Infrastructure Services tracks 9 publicly listed stocks in this theme: CLH, DY, GVA, MTRX, MTZ, PRIM, ROAD, STRL, TISI. See the constituent table for details.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
MasTec, Inc.MTZ | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 2.78% | 12.65% | 32.22% | -7.76% | $30.47B | 11.1111 |
Sterling Infrastructure, Inc.STRL | 05/04/2026 (AMC) | 05/04/2026 (AMC) | -5.96% | 51.31% | 23.68% | -9.64% | $23.65B | 11.1111 |
Clean Harbors, Inc.CLH | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 4.56% | -9.99% | 11.50% | 3.40% | $15.94B | 11.1111 |
Dycom Industries, Inc.DY | 03/04/2026 (BMO) | 05/27/2026 (BMO) | -8.30% | — | 11.72% | — | $12.60B | 11.1111 |
Construction Partners, Inc.ROAD | 05/08/2026 (BMO) | 05/08/2026 (BMO) | 10.70% | 6.94% | 3.39% | -21.48% | $6.50B | 11.1111 |
Granite Construction IncorporatedGVA | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -1.68% | 13.77% | -6.40% | -4.99% | $5.99B | 11.1111 |
Primoris Services CorporationPRIM | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -7.51% | -45.44% | 32.45% | 3.43% | $5.89B | 11.1111 |
Matrix Service CompanyMTRX | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -18.07% | -12.71% | 24.77% | 0.00% | $343.8M | 11.1111 |
Team, Inc.TISI | 05/13/2026 (AMC) | 05/13/2026 (AMC) | 8.16% | 3.84% | 0.25% | 3.35% | $74.1M | 11.1111 |
| Average | -1.70% | 2.55% | 14.84% | -4.21% | $11.27B | 11.1111 | ||
| Median | -1.68% | 5.39% | 11.72% | -2.50% | $6.50B | 11.1111 | ||
| Std Dev | 8.65% | 25.79% | 13.35% | 8.16% | $9.83B | 0.0% | ||
| Min | -18.07% | -45.44% | -6.40% | -21.48% | $74.1M | 11.1111 | ||
| Max | 10.70% | 51.31% | 32.45% | 3.43% | $30.47B | 11.1111 | ||
| % Positive Tickers | 44.44% | 62.50% | 88.89% | 37.50% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.