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What smart money is saying about EMCOR GroupUnited States flag

EME · Industrials · Engineering & Construction · Market cap $32.62B

1 fund in our archive has pitched EMCOR Group, most recently Bristolgate U.S. Equity Strategy in June 2026.

Company profile

EMCOR Group, Inc. specializes in delivering comprehensive electrical and mechanical construction services, alongside integrated facilities management solutions, primarily serving clients across the United States and the United Kingdom. The company's construction expertise spans the entire project lifecycle, encompassing initial design and integration through installation, commissioning, operation, and ongoing maintenance. This includes vital electrical infrastructure such as power transmission, distribution, and generation systems, advanced energy efficiency solutions, and premise-specific electrical and lighting systems. They also implement sophisticated process instrumentation for critical industries like refining, chemical processing, and food production, in addition to low-voltage networks covering fire alarms, security, process controls, and voice/data communications. Furthermore, EMCOR handles public infrastructure projects involving roadway and transit lighting, signaling, and fiber optic lines. On the mechanical front, EMCOR offers advanced HVAC, refrigeration, and geothermal climate control systems, specialized clean-room process ventilation, and essential fire protection and suppression systems. Their capabilities extend to plumbing, process, and high-purity piping, various controls and filtration systems, water and wastewater treatment, and central plant heating and cooling. The firm also undertakes heavy industrial tasks such as crane and rigging, millwright services, and steel fabrication, erection, and welding. Beyond construction, EMCOR provides extensive integrated facilities management and operational support. This encompasses day-to-day operations and maintenance for commercial and government sites, critical outage services for utilities and industrial plants, military base support, and mobile mechanical maintenance. Supplementary services include indoor air quality management, janitorial and landscaping duties, vendor coordination, call center operations, building systems installation and support, program management for energy systems, technical consulting, and the execution of infrastructure, building, and retrofit projects. The company also delivers specialized industrial services tailored for the oil, gas, and petrochemical sectors. EMCOR Group, Inc. was established in 1987 and maintains its headquarters in Norwalk, Connecticut.

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Fund signal · last 12 months

5 letters

Too few moves on EMCOR Group yet for a clear signal

+1
Net flow
2 buys · 1 new position · 67%1 sell

Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.

Position history

Between Q3 2025 and Q3 2026, 6 fund letters reported a position in EMCOR Group, with 2 buys (opened or added) and 1 sell (trimmed or exited).

Fund letters reporting a position in EMCOR Group, by quarter
QuarterLettersBoughtSoldTheses
Q3 20263100
Q2 20261101
Q1 20261010
Q3 20251000

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 6 positions · 4 moves

Also mentioned · 2

These funds discuss EMCOR Group as a competitor, benchmark or comparable, without disclosing a position in it.

Fund coverage · 1 thesis

Read every full thesis on EMCOR Group

Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.

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