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SolarEdge Sinks 9.5% as Solar Selloff Deepens Despite Q4 Rebound

Sector-wide pressures now overshadow SolarEdge’s recent revenue growth.

Artisan Mid Cap Fund’s Q4 Letter Details Repositioning Around AI and Defense, Beating Benchmark

Loomis Sayles Global Growth Fund Trails in Q4 as Letter Reaffirms Netflix Thesis and Adds Nike, Ferrari

Carillon Fund Letter Flags 2026 Upside, Spotlighting AstraZeneca Gains and Home Depot Deal Tailwinds

Baron Funds’ Q4 Letters Spotlight Outperformance and AI-Focused Positioning for 2026

Fidelity's Q4 Letter: Coherent Leads, Axon Lags, IDEXX Left Out

Wedgewood Calls TSMC the 'Enabler of the AI Era' as HPC Revenue Soars and Stock Nears $1.8 Trillion

L1 Capital Reaffirms Jacobs, Adds to Stake After Rival’s AI Remarks

Mar Vista Names Alphabet Q4 Standout as Google Cloud Growth Surges

Heartland Advisors' Q4 Letters Detail Value Repositioning, New Stakes in WESCO and MarketAxess

ClearBridge Growth Strategy Posts Third Straight Outperformance in Q4 2025

ClearBridge Trims Oracle, Holds Broadcom as AI-Led Market Concentration Weighs on Results

Impax Points to Elevance Guidance Cut as Q3 Fund Lags Russell 1000

American Century Small Cap Value Fund Lags in Q3 as Letter Details Headwinds and New Positions

Artisan Mid Cap Value Fund Trails in Q3 2025 as AI Winners Contrast Health-Care Weakness

Bristol Gate Q3 Letter: Broadcom’s AI Pipeline Expands as Intuit Outlook Drags Performance

BlackRock Tech Fund Lags Q3 Benchmark as Hardware and Chip Picks Weigh

Qualivian’s Q3 Letter Highlights Outsized Long-Term Gains, AI-Driven Quarter and Portfolio Shift

Brown Advisory Mid-Cap Growth Trails in Q3 as Portfolio Tilts to Secular Growth

GreensKeeper’s Value Fund Edges Positive for 2025 After 4% Q3 Lift