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Southern Cross Electrical Engineering (ASX:SXE) has become a prominent small-cap beneficiary of Australia's data centre and electrification build-out. In August 2026, ELM Responsible Investments said the company's $165 million capital raise, accompanied by upgraded FY26 guidance and FY27 EBITDA guidance of at least $100 million, signals the depth of opportunity in data centres, renewables and electrification. QVG Capital and Pendal Group continue to hold the stock despite volatility driven by sentiment toward AI-related names. Southern Cross Electrical operates in the Industrials sector within the Construction and Engineering industry, and Thesis Tracker has captured 42 comments from 21 fund managers, including ELM, QVG and Pendal Group. Based in Perth, Southern Cross Electrical provides electrical, instrumentation, communications and maintenance services to the resources, commercial and infrastructure sectors across Australia.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Cerutty Macro Fund, Thorney Investment Group, Clime Investment Management, Monash Investors, Ellerston Capital, Elston Asset Management, LSN Capital Partners, QVG Capital, Centennial Asset Management, Pendal Group, Ausbil Investment Management, Glennon Small Companies, Maple-Brown Abbott, NorthStar Impact Funds, SG Hiscock & Company, Wilson Asset Management, Perennial Partners, Naos Asset Management, Perpetual Asset Management, Quest Asset Partners, ELM Responsible Investments and Mint Asset Management have invested in Southern Cross Electrical Engineer Ltd (ASX:SXE).
ELM and QVG highlight a capital raise to fund more than $500 million of incremental revenue as data centre construction begins, upgraded FY26 guidance and a 33% step-up in FY27 EBITDA guidance. The raise also leaves capacity for further acquisitions.
QVG and Pendal note the share price has been volatile, falling sharply during broad rotations away from AI capex beneficiaries regardless of company-specific news. Earnings depend on the timing of large data centre and electrification projects.
Southern Cross Electrical Engineering Ltd. (SCEE) provides specialist electrical, instrumentation, communication, and maintenance services. Based in Perth, Australia, the company operates exclusively within the Australian market. Founded by Gianfranco Tomasi in 1978, SCEE focuses on delivering technical infrastructure solutions across diverse industrial sectors. Its operational model centres on essential maintenance and installation, supporting long-term project requirements for clients throughout Australia.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.