Comfort Systems

FIX

Market cap $34.5B

A rush of construction of data centers is driving demand for large cooling systems that help keep AI workloads humming.

For the three months ending September 30, 2025, the fund's Retail Class shares gained 3.70%, trailing the 5.55% advance of the benchmark S&P MidCap 400® Index. In the third quarter, U.S. stocks extended the rally that began in April following the 90-day pause for most tariffs. Lower interest rates are viewed as particularly beneficial for smaller businesses, which have access to fewer ways of raising working capital.

The multi-year tailwinds surrounding the public infrastructure market and private non-residential market are boding well for firms operating in this space, like Comfort Systems USA, Inc. FIX and EMCOR Group, Inc. EME. Amid a favorable federal and state funding environment, the two back-to-back Fed rate cuts are acting as a catalyst in boosting prospects further.

FIX, TRV, GM, JPM and CR are five old-economy stocks that have surged in 2025 and show potential for further gains in 2026.

PORTLAND, Ore. , Nov. 21, 2025 /PRNewswire/ -- Fortis Construction has appointed two additional members to its Board of Directors, Michele Leiva and Briston Blair.

FIX's expanding technology work, record backlog and strong data-center demand highlight its growing momentum and long-term opportunity.

FIX, VRT, MIR, BWXT and EME have surged in 2025 and are set to gain further from the accelerating AI-fueled data center boom in 2026.

Comfort Systems (FIX) is well positioned to outperform the market, as it exhibits above-average growth in financials.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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