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The Crews & Wire — Grid Build-out (Non-AI-Specific) · The Other Watts — Non-AI Energy

MTZ

MasTec, Inc.
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Multi-segment infrastructure contractor — pipelines + power + comms

What they do

Diversified infrastructure: builds pipelines, electric transmission, communications networks, and wind/solar projects . Less pure than MYRG but with broader exposure. Heavy industrial backlog. Operating leverage is significant as utilization rises.