Sterling Infrastructure (STRL)

They pivoted from building highways to high-margin data centres. That's why its up 250% in the past year. They just reported a robust top and bottom line beat and a growing backlog, and raised their full-year cast of 25% revenue growth and 26% earnings growth.

STRL has risen 86% in the past year, and 19% YTD. P/E is 35x. It is a civil construction company, so is benefiting from infrastructure spending and the 'onshoring' trend. The balance sheet is strong, and EPS growth is expected in the 15%+ range. It has beaten estimates in 10 straight quarters and currently has a record backlog of contracts. It is not cheap, but investors are paying for its reliability and consistency. We like it. 
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Infrastructure plays working as a result of Federal spending. Would recommend buying. 

Up 144% so far this year and could do better if Washington's infrastructure money flows down to companies. From 2019 to 2022, earnings more than tripled. They just reported a great quarter last week that sent shares 32% higher last week. Had a huge revenue beat and earnings beat with a much-higher than expected backlog. Also raised guidance across the board. All their segments are on fire, enjoying backlogs like building data centres as data demand surges over the long term. Trades at a reasonable PE.