finance.yahoo.com

Artisan Mid Cap Fund Adds Comfort Systems USA as Data Center Demand Rises

Artisan Partners logoArtisan Partners
Sig1.22Sen+3.65Env0.00Soc0.00Gov0.00
Comfort Systems USA logoComfort Systems USA
Sig1.70Sen+5.60Env0.00Soc0.00Gov0.00

Global equities rebounded sharply in Q2 2026, and Artisan’s portfolio delivered strong absolute returns and outperformed the Russell Midcap Growth Index. The firm cites semiconductor exposure and stock selection in health care and consumer discretionary. It added Comfort Systems USA (FIX), an HVAC provider, citing a favorable data center infrastructure demand outlook. Investor-class returns ranged from about 17.86% to 17.93%.

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