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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
−14.3%
% 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		 $679.5 −1.42% −11.6% −16.8% +11.3% −27.9% 2026-10-29
FIX
Comfort Systems USA
 Mechanical/electrical for data centres NYSE
US		 $1,232.7 −7.06% −26.9% −30.4% +32.3% −40.3% 2026-10-22
PWR
Quanta Services
 Grid construction and craft labour at scale NYSE
US		 $620.7 −2.27% −6.3% −8.7% +47.2% −20.9% 2026-10-29
STRL
Sterling Infrastructure
 Site development for data centres NASDAQ
US		 $345.9 −7.43% −31.5% −43.4% +13.0% −65.2% 2026-10-28
PRIM
Primoris Services
 Power and utility construction NYSE
US		 $72.77 −3.76% −4.6% −17.1% −41.2% −64.1% 2026-11-03
MYRG
MYR Group
 Transmission and electrical construction NASDAQ
US		 $282.6 −0.13% −5.1% −16.4% +29.4% −43.6% 2026-10-28

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