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Alphyn Capital highlighted Alphabet as a top performance contributor, praising 20% revenue growth and 60% cloud expansion. While trimming slightly after Alphabet's $85 billion equity raise and elevat…
WestEnd Capital Management reported strong Q2 2026 performance, beating the S&P 500. The fund highlighted that S&P 500 net profit margins touched a decade-high of 14.8%, supported by resilient earnin…
Brennan Asset Management released its Q2 2026 letter, highlighting Millicom International Cellular while noting high S&P 500 valuations, heavy AI infrastructure spending, and falling oil prices amid …
Madison Investments warned that the S&P 500's strong performance is overly concentrated in a narrow group of AI stocks, risking dot-com-style pullbacks. The fund initiated a position in Intercontinen…
Aristotle Capital released its Q2 letter, highlighting robust equity performance driven by AI infrastructure and resilient macroeconomic trends. The fund exited Boston Scientific due to slowing growt…
Voya Investment Management highlighted resilient US market performance driven by AI technology adoption and strong capital expenditure in Q2 2026. The fund's top contributor, TTM Technologies, surged…