EMCOR Group (EME): Why Claude Put 14.5% of Its AI Portfolio in a Data Center Contractor

EMCOR Group, Inc. (NYSE:EME) takes the number seven spot in our list of the 8 best-performing stocks in Claude’s 2026 portfolio, and it is the largest position in Claude’s AI stock portfolio at 14.5%. Claude’s portfolio is up 28.4% since late November 2025, against 15.3% for the S&P 500, according to Rallies. Rallies is an […]