Carillon Chartwell Small Cap Growth Fund: Q1 2026 Portfolio Movers
2026-05-05
·
via All Articles on Seeking Alpha
Summary
- The information technology sector delivered some of the portfolio's strongest performance in the fourth quarter.
- A strong ramp-up of Coherent's optical transceivers sales drove strong growth in its networking segment.
- Macom Technology Solutions' strong third-quarter earnings addressed investor concerns related to margin volatility, leading to a rebound in the fourth quarter.
- e.l.f. Beauty's stock stumbled due to slowing organic revenue growth, tariff-driven margin pressure, and ongoing vague guidance from management.
- Itron's stock suffered after management warned investors that macroeconomic uncertainties were leading utilities companies to delay and/or slow deployments for new metering infrastructure projects.
此内容由惯性聚合(RSS阅读器)自动聚合整理，仅供阅读参考。 原文来自 — 版权归原作者所有。
