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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
−16.0%
% 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		 $665.2 +2.71% −12.7% −5.7% +9.0% −29.4% 2026-10-29
FIX
Comfort Systems USA
 Mechanical/electrical for data centres NYSE
US		 $1,261.8 +8.70% −23.9% −22.4% +35.4% −38.9% 2026-10-22
PWR
Quanta Services
 Grid construction and craft labour at scale NYSE
US		 $566.3 +3.64% −12.8% −3.7% +34.3% −27.9% 2026-10-29
STRL
Sterling Infrastructure
 Site development for data centres NASDAQ
US		 $367.3 +3.38% −28.3% −31.7% +19.9% −63.0% 2026-10-28
PRIM
Primoris Services
 Power and utility construction NYSE
US		 $67.08 +3.15% −7.6% −14.9% −45.8% −66.9% 2026-11-03
MYRG
MYR Group
 Transmission and electrical construction NASDAQ
US		 $261.5 +2.77% −10.6% −23.2% +19.7% −47.8% 2026-10-28

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