Comfort Systems USA: The Infrastructure Winner of the AI and Data Center Wave
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Data centers, chips & AI Infrastructure: FIX directly benefits from the boom of the US digital economy – 37% of its revenue comes from the rapidly growing tech and industrial sector. Capital-light, growth-oriented, debt-free: An infrastructure asset with strong cash flow, high resilience, and clear strategic tailwinds. Comfort Systems USA (NYSE: FIX) provides mechanical and electrical building services and is increasingly becoming the "picks-and-shovels" winner of the digital age – unremarkable, yet highly profitable. Strong...
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