The industrial sector has gotten a lot of attention in the past few years from the government due to the U.S. focusing on onshoring manufacturing, and it is likely that it will get even more attention as tariffs start to increase. Moreover, industrial companies are rushing to integrate AI and automation, which could increase margins by a lot in the long run.
As such, it’s a good idea to look into industrial stocks that benefit from these trends. This includes those that have been performing very well so far this year. Companies that adapt to new techs and capitalize from the Trump administration’s policies could deliver the most growth in the coming years.
An industrial park lit up at night, emphasizing the breadth of the company’s industrial products.
Methodology
For this article, I screened the top-performing industrial stocks year-to-date. Stocks that I have covered recently will be excluded from this list.
I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds invest in? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).
15. Safe & Green Holdings (NASDAQ:SGBX)
Number of Hedge Fund Holders In Q3 2024: 1
Safe & Green Holdings (NASDAQ:SGBX) is a pretty small company that repurposes cargo shipping containers to build pre-fab structures., It has surged significantly so far this year due to it receiving a $100 million equity line after a funding agreement with Alumni Capital LP.
This will allow the company to raise capital incrementally while minimizing shareholder dilution.
The company also signed a letter of intent to acquire New Asia Holdings and its subsidiaries.
It reported $1.75 million in Q3 2024 revenue. This is down 55.8% year-over-year. Net loss came in at $3.72 million, which is $2.68 million more year-over-year. However, operating expenses were cut by $4 million year-to-date, and it raised $2.4 million in cash through warrant inducement transactions.
SGBX stock is up 27.12% year-to-date.
14. Concrete Pumping Holdings (NASDAQ:BBCP)
Number of Hedge Fund Holders In Q3 2024: 13
Concrete Pumping Holdings (NASDAQ:BBCP) provides concrete plumbing and waste management services in the U.S. and in the U.K.
The stock is up significantly so far in 2025 due to it announcing a one-time $1 per share special dividend that totaled $53 million. This is payable by February 3, 2025, and it depends on closing a $425 million debt refinancing deal (7.5% senior notes due 2032).
The debt refinancing is also why it has been surging. The company upsized its debt offering to $425 million to redeem higher-interest 2026 notes. This extends maturities to 2032. And combined with an expanded $350 million credit facility, this strengthens liquidity to $378 million and reduces net debt to $332 million.
The consensus price target of $7.5 implies 11.35% downside.
BBCP stock is up 27.6% year-to-date.