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

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7. Jacobs Solutions Inc. (NYSE:J)

Market Capitalization as of April 25: $14.93 billion

Number of Hedge Fund Holders: 42

Jacobs Solutions Inc. (NYSE:J) is in the construction business and engages in the infrastructure & advanced facilities and consulting businesses. It offers consulting, planning, architecture, design, engineering, and infrastructure delivery services such as project, program, and construction management.

Jacobs’ Infrastructure and Advanced Facilities segment is focused on Water and Environmental Services, which saw adjusted net revenue rise by 11% year-over-year in Q1 2025. Operating profit for this segment improved by 26% year-over-year in this quarter. The growth in Infrastructure and Advanced Facilities spanned all major geographies, with key project wins.

These include a 10-year contract for the JXN Water treatment system, which benefits 180,000 residents. The company is also involved in the $15.4 billion River Torrens to Darlington project in Australia and the BusConnects Dublin program in Ireland. Jacobs Solutions Inc. (NYSE:J) anticipates growth in this segment due to a strong backlog and pipeline.

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