Riverwater Small Cap Strategy: Q1 2026 Buys, Sells, And S...
2026-04-27·via All Articles on Seeking Alpha
Summary
Modine Manufacturing led the way during the quarter, benefiting from secular demand in data center cooling and a well received spinoff of Modine Manufacturing's auto cooling business.
Coming out of 2025, Adeia reported record revenue and profitability, supported by a surge in IP licensing activity.
AtriCure remains well positioned given its first-mover advantage and deep integration within surgical workflows despite near-term competitive concerns from Edwards Lifesciences.
Perella Weinberg Partners continues to benefit from a more constructive M&A environment, with a growing backlog that provides increasing visibility into future fee realization.
Interface is a global leader in sustainable flooring solutions, with Interface's carbon-neutral carpet tile program positioning Interface as a preferred supplier in an era of growing ESG procurement standards.
