Quanta Services, Inc.
Polen bought Quanta Services as a leading North American specialty contractor enabling modernization of the electricity grid. The company serves utilities, renewable developers…
PWR
2 published ideas on Quanta Services, Inc. across 2 funds — 2 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Quanta Services: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Polen bought Quanta Services as a leading North American specialty contractor enabling modernization of the electricity grid. The company serves utilities, renewable developers…
Quanta provides infrastructure solutions across electric and gas utilities, renewable energy, communications, pipelines and other energy markets. Shares benefited from enthusiasm…