Yes, iShares Core S&P Mid-Cap ETF (IJH) holds STRL with 0.71% (as of 2026-08-05).

Sterling Infrastructure, Inc. (STRL) is held by IJH (0.71%).

What sector is STRL in?

Sterling Infrastructure, Inc. is classified under GICS Industrials (Construction & Engineering).

What is STRL's last close price?

STRL last closed at $513.72 on 2026-09-24.

STRL

Sterling Infrastructure, Inc.

Industrials · Construction & Engineering

$513.72last close

+49.3%~252d

Price

+49.32% over 1Y

4 auto-fib

Thesis

as of 2026-09-23

STRUCTURAL SETUP

Sterling is a picks-and-shovels play on AI capex construction - specifically the civil and site-prep layer that must precede any data center going live. E-Infrastructure revenue has compounded >30% annually since 2022 as $NVDA-driven GPU demand forces hyperscalers ($MSFT, $GOOGL, $AMZN, $META) to accelerate campus builds.

The segment now represents ~40% of revenue and carries the highest margins in the portfolio. Transportation backlog provides a durable base-load against cyclicality, while Building Solutions benefits from Sun Belt housing demand.

BULL CASE

• AI capex cycle is multi-year; data center site-prep backlog is structurally underpenetrated

• E-Infrastructure margins structurally superior to legacy construction peers

• Sun Belt geography = secular population + industrial migration tailwind

• Diversified segments cushion any single-vertical slowdown

• Management has executed multiple accretive bolt-on acquisitions; balance sheet not over-leveraged

BEAR CASE

• Hyper-concentrated customer risk: a pullback in hyperscaler capex directly hits the highest-margin segment

• Construction is labor/material cost-sensitive; input inflation compresses margins quickly

• Fixed-bid contracts create earnings volatility if projects run over budget

• Valuation has re-rated sharply; limited margin of safety if growth decelerates

• Residential building segment exposed to rate-sensitive housing cycle

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Analyze STRL· interactive tools

Top correlated· 252d co-movement

0.80
0.75
0.75
0.73
0.70
0.69

Frequently asked questions

Is STRL in IJH?: Yes, iShares Core S&P Mid-Cap ETF (IJH) holds STRL with 0.71% (as of 2026-08-05).
What ETFs hold STRL?: Sterling Infrastructure, Inc. (STRL) is held by IJH (0.71%).
What sector is STRL in?: Sterling Infrastructure, Inc. is classified under GICS Industrials (Construction & Engineering).
What is STRL's last close price?: STRL last closed at $513.72 on 2026-09-24.

Key levels

$558.19
0.618 retr of 281.58->1005.68 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-8.0%
$436.54
0.786 retr of 281.58->1005.68 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+17.7%
$643.63
0.5 retr of 281.58->1005.68 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-20.2%
$729.07
0.382 retr of 281.58->1005.68 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-29.5%

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Facts

Exchange: US
Currency: USD
Market cap: $15.66B
Last update: 2026-09-24

Revenue (TTM)$3.4B

P/E36.6×

P/S4.5×

Net margin12.5%