15 Small-Cap Construction and Materials Stocks Hedge Funds Are Buying

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3. Comfort Systems USA Inc. (NYSE:FIX)

Market Capitalization as of April 28: $13.78 billion

Number of Hedge Fund Holders: 50

Comfort Systems USA Inc. (NYSE:FIX) is a construction services company that provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services. It serves the mechanical and electrical services industry in the US. It operates through two segments: Mechanical and Electrical.

In Q1 2025, Comfort Systems made $1.83 billion in revenue, which was up 19.15% year-over-year. The Industrial sector accounted for 62% of this total revenue. Within this sector, Advanced Technology, which includes data centers and chip fabrication facilities, stands out as the largest component of overall revenue at 37%.

This indicates that advanced technology projects are currently the single largest contributor to Comfort Systems’ top line. Q1 2025 saw particularly strong bookings within the technology sub-sector of the Industrial market. Comfort Systems USA Inc. (NYSE:FIX) anticipates continued strong demand from its tech customers and across the broader Industrial sector, which will contribute to the company’s optimistic outlook for 2025 and into 2026.

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