TimesSquare Capital Management released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter, showing a 4.00% (gross) and 3.78% (net) return, outperforming the Russell Midcap Growth Index. Major asset classes had positive returns, except non-US fixed income assets. Download the letter to see the top five holdings for 2025.

In the letter, TimesSquare Capital highlighted EMCOR Group, Inc. (NYSE:EME), a company offering construction and industrial services. EME stock had a one-month return of 2.00% and gained 28.71% over the past year, closing at $623.65 per share on December 12, 2025, with a market cap of $27.918 billion.

EMCOR Group, Inc. (NYSE:EME) provides essential operational services and infrastructure. The company saw a 21% stock increase due to strong data center growth, leading to an increased earnings guidance for the year. With expertise in virtual design and construction, EMCOR is well-positioned to win large projects in the industry.

Despite not being among the 30 Most Popular Stocks Among Hedge Funds, EMCOR Group, Inc. (NYSE:EME) reported $4.3 billion in consolidated revenues in Q3 2025, a 16.4% increase from the previous year. While a solid investment, some AI stocks may offer more upside potential with less downside risk, especially those benefiting from current economic trends.

Read more at Yahoo Finance: What Makes EMCOR (EME) an Investment Choice?