Artisan Added Comfort Systems USA (FIX) as Data Center Demand Accelerates

Artisan Partners, an investment management firm, added Comfort Systems USA, Inc. (NYSE:FIX) to its Artisan Mid Cap Fund for the second quarter of 2026, citing the data center demand surge as a key factor. The letter, available for download, revealed that Comfort Systems USA, Inc., a leading provider of heating, ventilation, and air conditioning services, benefits significantly from the data center construction boom, with hyperscaler customers driving a majority of its revenue.

The company's recent earnings surpassed expectations, with year-over-year same-store revenue growth of 51% and margin expansion, prompting Artisan Mid Cap Fund to raise its full-year guidance. Despite AI stocks being considered as having greater upside potential and less downside risk, Artisan Partners still views Comfort Systems USA, Inc. as well-positioned to capitalize on the ongoing investment in data center infrastructure.