Investment management firm Artisan Partners stated in its Q2 2026 investor letter, disclosed today, that it has increased its stake in the U.S.-listed company Comfort Systems USA, Inc. (NYSE:FIX). The fund noted that FIX, as a provider of mechanical and electrical installation and maintenance services, is benefiting from strong demand for data center construction driven by hyperscale clients, a business that now accounts for the majority of its revenue. FIX recently exceeded expectations and raised its full-year guidance, and Artisan believes the company is well-positioned to benefit from ongoing investment in data center infrastructure.