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Madison Says MKS Drove Q1 Mid‑Cap Gains and Cut Its Position as Shares Soared

The move highlights a rotation into semiconductor suppliers and shows managers trimming winners to limit valuation risk.

Brown Advisory’s Global Leaders Fund Falls About 8.3% in Q1 After Avoiding Energy

Artisan Mid Cap Fund Posts Q1 Loss, Tops Benchmark as It Buys Roblox and DoorDash

TCW Mid-Cap Fund Beats Q4 Benchmark With Portfolio Moves Guided by Policy and AI

Carillon’s Q3 Letter Flags AI Concentration Risk, Spotlights Corning and AbbVie

Artisan Mid Cap Fund Tops Benchmark in Q3, Shifts Toward Defense and Industrials

Heartland Advisors’ Q3 Letters Outline Fund Results and Conviction Calls in AI-Driven Market