In its Q2 2026 investor letter, NZS Growth Equity Strategy highlighted Quanta Services, Inc. (NYSE:PWR).
Quanta Services, Inc. (NYSE:PWR) is an infrastructure services company that provides engineering and construction services to utilities, energy infrastructure, and telecommunications projects
On July 20, 2026, Quanta Services, Inc. (NYSE:PWR) closed at $632.56 per share. One-month return of Quanta Services, Inc. (NYSE:PWR) was -9.93%, and its shares gained 60.17% over the past 52 weeks. Quanta Services, Inc. (NYSE:PWR) has a market capitalization of $94.92 billion.
NZS Growth Equity Strategy stated the following regarding Quanta Services, Inc. (NYSE:PWR) in its Q2 2026 investor update: “Those familiar with our strategy may know a key part of our process concerns reassessment of optional positions that outperform their way into the “middle” of the portfolio. If the team determines that the range of outcomes has narrowed enough for promotion to a resilient position, we add capital; otherwise, we trim the position back to optionality. While we might leave incremental upside on the table, we believe this strict reduction in overactive stocks with wide ranging outcomes allows us to continue benefiting from further upside without letting risk run.