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Brown Advisory Large-Cap Sustainable Growth Strategy Q1 2...
2026-05-06 · via All Articles on Seeking Alpha

Summary

  • Monolithic Power Systems climbed during the quarter due to strong quarterly results as well as a favorable outlook associated with demand trends.
  • Microsoft traded down despite delivering robust earnings results and providing forward guidance above consensus expectations.
  • During the first quarter, we purchased both Palo Alto Networks and Cintas and sold Dynatrace and Verisk Analytics.

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