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Carillon Scout Mid Cap Fund Q1 2026 Portfolio Review
2026-04-29 · via All Articles on Seeking Alpha

Summary

  • Hyperscalers led the trend while emerging customer groups such as smaller AI-focused cloud data center operators grew rapidly.
  • Teradyne benefits from increasing semiconductor test complexity for AI accelerator, networking, and memory chips.
  • Agilent lagged in the first quarter despite posting solid headline results, as investors focused on a few softer underlying trends.
Magnifying glass on portfolio review with red background

Hanizam/iStock via Getty Images

The following segment was excerpted from the Carillon Scout Mid Cap Fund Q1 2026 Commentary.

Details

Top securities

Ciena (CIEN) designs and manufactures advanced optical networking hardware, including transport systems and pluggable transceivers. The stock's strong

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