Jul. 4 at 7:12 PM
$PSIX $WLDN $STRL $PWR $PRIM These names have been absolute beasts lately. Different sectors, same story: real earnings growth, strong contract pipelines, and macro tailwinds (AI, grid upgrades, energy infrastructure, and federal funding).
• PSIX – Manufacturer of natural gas, propane, and gasoline-powered engines and power systems. Key markets include standby power for data centers, industrial use, and specialty vehicles. Quiet AI beneficiary via backup power demand.
• WLDN – Energy and engineering consulting firm specializing in energy efficiency, utility program implementation, and municipal infrastructure planning. Small cap with a niche growth profile. Watching valuation carefully.
• STRL – Provider of e-infrastructure, transportation, and building solutions. Focused on data center civil work, roads, bridges, and public infrastructure. Known for execution and visibility; just raised guidance.
• PWR – A national leader in energy infrastructure services. Builds and maintains electric grids, data center power systems, and renewable transmission infrastructure. High-conviction institutional name.
• PRIM – Engineering and construction contractor focused on utility-scale electric, pipeline, water, and transportation infrastructure. Broad exposure to industrial and public works. Quiet outperformer riding infrastructure momentum.
These aren’t just trades; they’re names I want to own if the market pulls back. All have strong fundamentals, visible growth, and relative strength that’s hard to ignore.
