Artificial intelligence is no longer just a software story; it is also a power, grid, and infrastructure investment story as enterprise adoption continues.
The Nomura Mid Cap Growth Fund underperformed its benchmark, the Russell Midcap Growth Index, as market conditions deteriorated in February and March.
Generac Holdings Inc. reaffirmed its 2026 guidance and unveiled a financial framework targeting mid-teens sales growth, with particular strength in data center opportunities.
CoStar Group, Inc. weighed on results after facing regulatory scrutiny from UK authorities and issuing disappointing first-quarter guidance that fell significantly below expectations.
Nomura Asset Management has been choosing to allocate capital toward semiconductors, semiconductor capital equipment, and electronic equipment sectors that stand to benefit from the AI infrastructure buildout.
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US equity markets faced significant headwinds in 1Q2026 amid escalating geopolitical tensions and policy uncertainty. The Russell Midcap Growth Index declined 6.35% as markets grappled with the ongoing conflict with Iran, which contributed to elevated energy
