Overweight Exposure in Primoris Services Corp. (PRIM) Helped Voya MI Dynamic Small Cap Fund’s Performance

Voya Investment Management, an investment management company, released its third-quarter 2025 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here. It is an actively managed US Small Cap core equity strategy. Equity markets showed a strong recovery during the quarter, bouncing back from the volatility caused by tariffs in April and finishing significantly higher than mid-year levels. Growth outperformed value in the quarter, with strong results from technology and communication services, while consumer staples lagged. Against this backdrop, the fund underperformed the index in the quarter, on a NAV basis, driven by the negative impact from stock selection. Additionally, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its third-quarter 2025 investor letter, Voya MI Dynamic Small Cap Fund highlighted stocks such as Primoris Services Corporation (NASDAQ:PRIM). Headquartered in Dallas, Texas, Primoris Services Corporation (NASDAQ:PRIM) is an infrastructure services providing company. The one-month return for Primoris Services Corporation (NYSE:PRIM) was 7.25%, and its shares gained 73.42% over the last 52 weeks. On December 08, 2025, Primoris Services Corporation (NYSE:PRIM) stock closed at $134.47 per share, with a market capitalization of $7.266 billion.

Voya MI Dynamic Small Cap Fund stated the following regarding Primoris Services Corporation (NYSE:PRIM) in its third quarter 2025 investor letter:

“The main individual contributors to performance were Primoris Services Corporation (NYSE:PRIM), Uranium Energy Corp., and Cleveland-Cliffs Inc. The overweight position in Primoris Services Corp. (PRIM) had a positive impact on performance. The overweight was driven by the ML’s model’s relatively positive view of the stock in combination with its volatility exposure, which helped balance risk in the portfolio. The position proved to be beneficial as the stock rose after experiencing rapid growth across several key markets (e.g. power delivery in utilities and renewables).”

Is Primoris Services Corporation (PRIM)the Best Engineering Stock to Invest in Now?

Primoris Services Corporation (NYSE:PRIM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 44 hedge fund portfolios held Primoris Services Corporation (NYSE:PRIM) at the end of the third quarter, which was 38 in the previous quarter. Primoris Services Corporation’s (NYSE:PRIM) Q3 2025 revenue hit nearly $2.2 billion, a 32% increase from last year, driven by strong growth in the Energy and Utility segments.While we acknowledge the risk and potential of Primoris Services Corporation (NYSE:PRIM) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Primoris Services Corporation (NYSE:PRIM) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.