American Century Focused Dynamic Growth Fund Q1 2026 Portfolio Review
American Century Investments
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2026-04-27
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via All Articles on Seeking Alpha
Summary
- The market's focus on Microsoft's cloud computing platform Azure, growth and concerns around rising competition in artificial intelligence drove shares lower.
- Shares of Adyen declined as the company posted slower-than-expected revenue growth.
- We eliminated our stake in payroll software provider Paylocity. The stock has suffered amid the market sell-off of enterprise software companies.
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