MasTec (MTZ) Offers Exposure to Grid Infrastructure and Data Center Growth

What happened: Guinness Sustainable Energy Fund's Q3 2026 letter said the fund bought shares in MasTec, Inc. (NYSE:MTZ) in September, citing clean energy, grid infrastructure, and data center exposure. Key numbers: Fund fell 8.1% in Q3 2026 versus MSCI World gain of 1.9%. Why it matters: Guinness cited all four MasTec operating segments in potential upcycles and a comparatively cheap multiple versus its history, with earnings growth tied to structural themes. Market: -2.6% today ($189.34), -16.8% YTD, 0.5x vol — as of 17:02 UTC

Guinness Sustainable Energy Fund's Q3 2026 letter said the fund bought shares in MasTec, Inc. (NYSE:MTZ) in September, citing clean energy, grid infrastructure, and data center exposure.

Guinness cited all four MasTec operating segments in potential upcycles and a comparatively cheap multiple versus its history, with earnings growth tied to structural themes. Market: -2.6% today ($189.34), -16.8% YTD, 0.5x vol — as of 17:02 UTC