EMCOR Group (EME): The Overlooked AI Infrastructure Play?
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Emcor Group Inc. (EME)
Market is closed
Sector: Electrical Work
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 930,817 | $759,556,014 | -1% | 0.26% |
| 2. | Select Equity Group Robert Joseph Caruso | 419,806 | $348,388,603 | -25% | 1.72% |
| 3. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 349,960 | $290,424,805 | +57% | 0.72% |
| 4. | Millennium Management Israel Englander | 160,534 | $133,223,956 | +298% | 0.05% |
| 5. | GLG Partners Noam Gottesman | 143,625 | $119,191,515 | -21% | 0.19% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $357.17 | 2 | $546.47 | 5,489 | 2024-04-30 | Filing | |
| $228.11 | 0 | $57.03 | 5,649 | 2024-01-31 | Filing | |
| $58.52 | 1,000 | $58,520.00 | 27,973 | 2020-03-12 | Filing | |
| $70.90 | 14 | $1,001.11 | 16,379 | 2017-01-30 | Filing | |
| $56.30 | 18 | $999.89 | 16,365 | 2016-10-28 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $844.50 | 950 | $802,275.00 | 17,278 | 2026-06-17 | Filing | |
| $925.78 | 2,000 | $1,851,560.00 | 10,149 | 2026-05-11 | Filing | |
| $895.00 | 2,500 | $2,237,500.00 | 33,616 | 2026-05-01 | Filing | |
| $894.27 | 675 | $603,632.25 | 4,216 | 2026-04-30 | Filing | |
| $856.43 | 800 | $685,144.00 | 18,157 | 2026-04-30 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,116,754 | $3,416,411,842 | 0.05% | |
| 2. | 2,901,344 | $2,407,767,359 | 0.05% | |
| 3. | 1,988,553 | $1,650,260,364 | 0.07% | |
| 4. | 1,978,559 | $1,641,966,543 | 0.05% | |
| 5. | 1,334,646 | $1,107,596,711 | 0.05% |
News See All
$70 Billion in Combined Backlog: What EMCOR and Quanta's Earnings Say About AI's Physical Buildout
The main physical hurdle for the 2026 artificial intelligence boom has shifted from semiconductor supply to power infrastructure and grid capacity.
Measuring the Beat: 57 Stocks Surpassing Earnings Expectations
Academic research has consistently found that corporate earnings surprises cluster around small positive values, rather than large outperformance.
What Makes EMCOR (EME) an Investment Choice?
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
Demand Strength for Data Center Infrastructure Boosted EMCOR Group (EME)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter.
10 Fastest-Growing Data Center Cooling Stocks to Invest in Right Now
In this article, we look at the 10 Fastest-Growing Data Center Cooling Stocks to Invest in Right Now.
Is EMCOR Group, Inc. (EME) A Good Stock To Buy Now?
Is EME a good stock to buy? We came across a bullish thesis on EMCOR Group, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on EME.
7 Best Electrical Contracting Stocks to Buy for Data Hall Fit-outs
In this article, we will discuss the 7 Best Electrical Contracting Stocks to Buy for Data Hall Fit-outs.
10 Best Data Center Stocks with Huge Upside Potential
In this article, we will look at the 10 Best Data Center Stocks with Huge Upside Potential.
10 Best Construction Stocks for Data Center Infrastructure
In this article, we will look at the 10 Best Construction Stocks for Data Center Infrastructure.
Hedge Fund Resource Center