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Home/Power & Cooling/Bottlenecks/Labour
US · Power & Cooling

Electricians & Contractors

Electricians, pipefitters and commissioning crews are finite. Contractor backlogs are the human bottleneck behind every campus.

Design→Electrical→Mechanical→Commission
78
Tightness score ⓘ
#12 of 56
▲ Tightening
Supply concentration2
Lead time4
Capex intensity2
Geopolitical exposure1
Pricing power5
Lead time
Ongoing
Theme 1M
−15.4%
% in uptrend
0%
Metric to watch

Contractor backlog growth, margins, and craft-labour wage trends.

What would prove us wrong

Weakens if contractor backlogs flatten while data-centre announcements continue.

Dependencies
↑ supplier  Copper74 ↓ customer  Data Center Land & Buildings68

Labour theme performance

Equal-weight · rebased 100 · 1Y
Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

StockRoleListingLast1D1M3MYTDOff 52w highTrendNext earnings
EME
EMCOR Group
 Electrical and mechanical contractor NYSE
US		 $662.8 −0.60% −11.0% −20.7% +8.6% −29.7% 2026-10-29
FIX
Comfort Systems USA
 Mechanical/electrical for data centres NYSE
US		 $1,128.1 −2.89% −26.8% −36.4% +21.1% −45.4% 2026-10-22
PWR
Quanta Services
 Grid construction and craft labour at scale NYSE
US		 $606.2 −0.29% −8.2% −11.6% +43.7% −22.8% 2026-10-29
STRL
Sterling Infrastructure
 Site development for data centres NASDAQ
US		 $301.6 −0.74% −33.4% −47.7% −1.5% −69.7% 2026-10-28
PRIM
Primoris Services
 Power and utility construction NYSE
US		 $71.55 −0.93% −8.3% −14.0% −42.2% −64.7% 2026-11-03
MYRG
MYR Group
 Transmission and electrical construction NASDAQ
US		 $278.4 −0.80% −4.4% −16.7% +27.4% −44.4% 2026-10-28

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