2 Hidden AI Infrustructure Stocks Up Over 100% in the Past Year

Yahoo Finance · 2026-07-23

What do an HVAC company and a power-and-cooling equipment supplier have in common? Comfort Systems USA ( FIX +4.18% ) and Vertiv Holdings ( VRT +2.28% ) are both riding the artificial intelligence (AI) boom thanks to the data center build-out happening behind the scenes. The market has noticed. Over the past year, Comfort Systems' stock has risen 214%, while Vertiv's has risen 131%. They're tied to AI infrastructure in very different ways, which matters when you're trying to figure out what's really driving the gains. Two under-the-radar infrastructure plays have already more than doubled. The question now is whether the fundamentals still support the story. Let's find out. Comfort Systems is a specialized construction and building services company focused on the systems that make large facilities function. That includes mechanical, electrical, plumbing, HVAC, piping, controls, modular construction, monitoring, and fire-protection services.

AI 시장 분석

AI-infrastructure related stocks FIX and VRT have surged 214% and 131% in a year. These two stocks are related to data center expansion and contributing to the growth of the AI sector.

상승 영향

Artificial Intelligence Infrastructure — Growth of AI sector has led to an increase in stock prices of FIX and VRT.

DYAX 전담 분석

The growth of FIX and VRT is closely tied to the expansion of data centers, which is driving the growth of the AI sector. As the demand for data centers increases, so does the value of FIX and VRT.

AI가 생성한 분석으로 투자 자문이 아닙니다.

DYAX Investor Sentiment

Bullish (Long) 66% · Bearish (Short) 34%

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