Comfort Systems USA (FIX) is doubling down on some of the hottest growth areas in construction — technology infrastructure and data centers. The company’s record $8.1 billion backlog highlights just how much its industrial and technology clients are fueling growth, with tech-related projects now accounting for 40% of total revenues, up from 31% last year. This shift underscores both an exciting growth opportunity and a rising concentration risk.The company’s strategy is clear—allocate skilled labor and modu ...