Summary

• The Allspring Premier Large Company Growth Fund outperformed the Russell 1000 Growth Index during the first quarter that ended March 31, 2026.
• Comfort Systems has benefited from increased adoption of its modular solutions, which are manufactured offsite and well suited for labor-constrained, rural markets.
• Vertiv benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space.
• Quanta Services performed well during the quarter following a strong earnings beat, record backlog, and growing recognition that power infrastructure has become a critical bottleneck in the build-out of AI.
• Robinhood delivered mixed earnings during the quarter as strong equities and options activity were offset by a slowdown in cryptocurrency transactions and retail engagement.

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