Backlog of $18.57 billion, up 47.2% year over year, is the number that matters: data center electrical work is booked well past this quarter's beat. Management also lifted full-year EPS guidance and added to the buyback.
Latest Activity
- BROBrown & Brown, Inc. Common Stock (BRO)Sell$100K – $250KAug 25
- BWXTBWX Technologies, Inc. Common Stock (BWXT)Sell$100K – $250KAug 25
- BWXTBWX Technologies, Inc. Common Stock (BWXT)Buy$1K – $15KAug 3
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$15K – $50KAug 3
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Sell$100K – $250KAug 25
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$1K – $15KAug 14
- CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW)Buy$1K – $15KAug 12
- C.H. Robinson Worldwide, Inc. -Buy$1K – $15KAug 5
Nearly every position got liquidated on a single day, August 25, in a filing that spans 78 trades across industrials, insurance, semis and freight. The largest exits ran into the $250,000 to $500,000 band, and small purchases earlier in the month were reversed within weeks. This reads as broad de-risking.
EME Coverage
This $11 Billion ETF Owns the Companies Wiring America’s $68 Billion Data Center Boom
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This $10 Billion ETF Owns the Companies Wiring America’s $68 Billion Data Center Boom
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Reddit is Up 11% Premarket After S&P 500 Addition. Here’s How Other New S&P 500 Stocks Performed.
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The Trump Administration Presses for More Memory Plants in America: These 3 Stocks Could Be Winners
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Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching.
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The Small Cap Industrial ETF That Has Crushed the S&P 500 by 145 Points
Most industrial ETFs offer broad baskets of large-cap conglomerates and defense primes. First Trust RBA American Industrial Renaissance ETF (NYSEARCA:AIRR) concentrates specifically on small- and mid-cap U.S. companies that build, move, and…
November’s Infrastructure Winner: The $43B Company Beating Industry Titans on Every Metric
Infrastructure stocks delivered mixed signals in Q3 2025, with companies navigating margin pressures, strong demand dynamics, and varying operational efficiency. This ranking evaluates the sector’s leaders based on revenue growth, profitability margins,…
This Hot Stock Is Up 425% and Got Added to the S&P 500 Today. Still Time to Buy?
Rocket Ride From Niche Player to Index Star Gaming and mobile app advertising company AppLovin (NASDAQ:APP | APP Price Prediction) has been a rocket ride for investors, as its stock surged 425%…
Trump’s Big, Beautiful Bill Hands AI Stocks Like NVIDIA & Meta Platforms a Powerful Catalyst
In a recent episode of the AI Investor Podcast (embedded above), host Austin Smith and technology analyst Eric Bleeker discussed the implications of the Big Beautiful Bill on the tech industry, particularly regarding artificial…
Tuesday’s Top Analyst Upgrades and Downgrades: AMD, Block, Bumble, Disney, FirstEnergy, Nio, Petco Health, Roblox, SoFi and More
Tuesday's top analyst upgrades and downgrades included Advanced Micro Devices, Block, Bumble, DigitalOcean, Duke Realty, FirstEnergy, HF Sinclair, Nio, Petco Health and Wellness, Roblox, Rocket Companies, SoFi Technologies and Walt Disney.
Top Analyst Upgrades and Downgrades: Activision, BioMarin, Ciena, Delta Air, GlaxoSmithKline, Procter & Gamble, Regeneron, Tesla and More
The top analyst upgrades, downgrades and initiations seen on Friday included Activision Blizzard, BioMarin Pharmaceuticals, Ciena, Delta Air Lines, GlaxoSmithKline, Procter & Gamble, Regeneron and Tesla.
The 21 Companies That Exclude Women From Leadership
More than half of the American workforce is comprised of women. It is well-known that they are paid less than their male counterparts. Several studies show that female workers make about 77%…
The 10 Worst Places For Women To Work
Women make up over 50% of the US workforce now, but the Bureau of the Census shows that women make, on average, only 77% of what men do based on measurements of…
Pre-Market Stock News (June 11, 2007)
(ADLR) Adolor said a complete response to the POI ‘Approvable’ Letter now targeted for 3Q 2007.(ALXN) Alexion Pharm says studies show efficacy and safety of it’s Soliris in broad population of PNH…