Brown Advisory’s “Brown Advisory Mid-Cap Growth Strategy” underperformed the Russell Midcap® Growth Index in Q2 2025, despite a volatility spike from high tariffs. Comfort Systems USA, Inc. (NYSE: FIX) was highlighted in the strategy, with a one-month return of -0.38% and a 125.66% gain over 52 weeks, closing at $715.87 on September 08, 2025.

Comfort Systems USA, Inc. (NYSE: FIX) is a top non-union MEP firm benefitting from a skilled labor shortage. With a market cap of $25.257 billion, the company has strong growth potential in data center capex and onshoring-driven construction demand, maintaining attractive margins.

53 hedge fund portfolios held Comfort Systems USA, Inc. (NYSE: FIX) in Q2 2025, with reported revenue of $2.2 billion, a 20% increase from the previous year. While the company shows promise, AI stocks may offer greater upside potential with less downside risk, particularly in the current economic climate.

Read more at Yahoo Finance: Do You Believe in Comfort Systems USA’s (FIX) Ability to Outgrow the Market?