Quanta Services H2'25 Outlook: Infrastructure Provider In Sector Tailwind (NYSE:PWR)
Quanta Services (Quanta) benefits from a structural shift toward data center CapEx in 2025. At the same time, Quanta is capturing opportunities from incremental renewable tailwinds in the U.S. and plannedI am an occasional L/S equity investor and sustainable invetsting follower. My focus is on conducting fundamental research on companies within the energy, utilities, and construction sectors. On Seeking Alpha, I publish articles sharing my insights into trading opportunities in these sectors. I seek trading ...