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

MYRG

MYR Group
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Pure-play electrical contractor — transmission + distribution

What they do

One of the largest pure-play transmission & distribution (T&D) electrical contractors in North America. Build power lines, substations, distribution networks. Customers: investor-owned utilities, public power. Backlog at all-time high. Smaller than Quanta (PWR, already in AI section) so the same thesis applies with higher beta.