Comfort Systems (FIX) Rose Following Strong Demand

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, in the third quarter of 2025, which increased approximately 3%.  In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks such as Comfort Systems USA, Inc. (NYSE:FIX). Comfort Systems USA, Inc. (NYSE:FIX) offers mechanical and electrical installation, renovation, maintenance, repair, and replacement services. The one-month return of Comfort Systems USA, Inc. (NYSE:FIX) was 3.71%, and its shares gained 108.79% of their value over the last 52 weeks. On December 17, 2025, Comfort Systems USA, Inc. (NYSE:FIX) stock closed at $883.79 per share, with a market capitalization of $31.181 billion.

Brown Advisory Mid-Cap Growth Strategy stated the following regarding Comfort Systems USA, Inc. (NYSE:FIX) in its third quarter 2025 investor letter:

“With roughly one-third of revenue tied to data center construction, Comfort Systems USA, Inc. (NYSE:FIX) remains a key beneficiary of strong demand in that market. Management raised its organic growth outlook for the year to the mid-teens—up from high single digits—reflecting continued momentum. Backlog growth remains exceptional and of longer duration, providing solid visibility into revenue over the next one to two years.”

Was Jim Cramer Right About Comfort Systems USA, Inc. (FIX)?

Comfort Systems USA, Inc. (NYSE:FIX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held Comfort Systems USA, Inc. (NYSE:FIX) at the end of the third quarter, which was 53 in the previous quarter. In the third quarter of 2025, Comfort Systems USA, Inc. (NYSE:FIX) reported a revenue of $2.5 billion, which signifies an increase of $639 million or 35% compared to the previous year. While we acknowledge the risk and potential of Comfort Systems USA, Inc. (NYSE:FIX) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than COMFORT SYSTEMS USA, INC. (NYSE:FIX) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Comfort Systems USA, Inc. (NYSE:FIX) and shared Renaissance Large Cap Growth Strategy’s views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.