إليك ما رفع أسهم BrightSpring Health Services (BTSG)

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains in Real Estate (+25.91%), Industrials (+25.80%), and Health Care (+25.54%). Consumer and defensive sectors lagged, while Energy (-2.40%) was the sole sector in the red. Following a strong quarter, the outlook for equity markets remains positive, supported by robust corporate profits and economic growth. However, midterm election uncertainties could introduce volatility, especially around data center development, a key economic driver. The $1 trillion data center spending boosts corporate earnings and supports ongoing AI infrastructure investments. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026. In its second-quarter 2026 investor letter, Carillon Eagle Small Cap Growth Fund highlighted BrightSpring Health Services, Inc. (NASDAQ:BTSG). BrightSpring Health Services, Inc. (NASDAQ:BTSG), a US-based home and community-based healthcare services platform operating through Pharmacy Solutions and Provider Services segments, contributed 1.27% to the fund's returns this quarter. On September 18, 2026, BrightSpring Health Services, Inc. (NASDAQ:BTSG) closed at $56.78 per share. Over the past month, BrightSpring Health Services, Inc. (NASDAQ:BTSG) declined 11.23%, but its shares are up 105.72% over the past year. BrightSpring Health Services, Inc. (NASDAQ:BTSG) has a market capitalization of $11.24 billion, and its stock has traded within a 52-week range of $26.28 to $73.75. Carillon Eagle Small Cap Growth Fund stated the following regarding BrightSpring Health Services, Inc. (NASDAQ:BTSG) in its Q2 2026 investor letter:

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains in Real Estate (+25.91%), Industrials (+25.80%), and Health Care (+25.54%). Consumer and defensive sectors lagged, while Energy (-2.40%) was the sole sector in the red. Following a strong quarter, the outlook for equity markets remains positive, supported by robust corporate profits and economic growth. However, midterm election uncertainties could introduce volatility, especially around data center development, a key economic driver. The $1 trillion data center spending boosts corporate earnings and supports ongoing AI infrastructure investments. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026. In its second-quarter 2026 investor letter, Carillon Eagle Small Cap Growth Fund highlighted Credo Technology Group Holding Ltd (NASDAQ:CRDO). Credo Technology Group Holding Ltd (NASDAQ:CRDO), a US-based semiconductor company that provides high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications, contributed 1.26% to the fund's returns this quarter. On September 18, 2026, Credo Technology Group Holding Ltd (NASDAQ:CRDO) closed at $175.89 per share. Over the past month, Credo Technology Group Holding Ltd (NASDAQ:CRDO) declined 20.99%, but its shares are up 7.18% over the past year. Credo Technology Group Holding Ltd (NASDAQ:CRDO) has a market capitalization of $33.05 billion, and its stock has traded within a 52-week range of $86.49 to $308.67. Carillon Eagle Small Cap Growth Fund stated the following regarding Credo Technology Group Holding Ltd (NASDAQ:CRDO) in its Q2 2026 investor letter: "Credo Technology Group Holding Ltd (NASDAQ:CRDO) provides a key high-speed cable needed to connect servers and racks in data centers. The company reported strong results, and investors appreciated the near-term strength given the AI build-out by hyperscaler companies and delays of potential competing replacement technology." Why Credo Technology Group Holding Ltd (CRDO) Skyrocketed On Tuesday Credo Technology Group Holding Ltd (NASDAQ:CRDO) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 86 hedge fund portfolios held Credo Technology Group Holding Ltd (NASDAQ:CRDO) at the end of the second quarter, which was 59 in the previous quarter. While we acknowledge the potential of Credo Technology Group Holding Ltd (NASDAQ:CRDO) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains in Real Estate (+25.91%), Industrials (+25.80%), and Health Care (+25.54%). Consumer and defensive sectors lagged, while Energy (-2.40%) was the sole sector in the red. Following a strong quarter, the outlook for equity markets remains positive, supported by robust corporate profits and economic growth. However, midterm election uncertainties could introduce volatility, especially around data center development, a key economic driver. The $1 trillion data center spending boosts corporate earnings and supports ongoing AI infrastructure investments. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026. In its second-quarter 2026 investor letter, Carillon Eagle Small Cap Growth Fund highlighted Applied Optoelectronics, Inc. (NASDAQ:AAOI). Applied Optoelectronics, Inc. (NASDAQ:AAOI), a US-based manufacturer of fiber-optic networking products, contributed 1.02% to the Fund's returns in the quarter. On September 18, 2026, Applied Optoelectronics, Inc. (NASDAQ:AAOI) closed at $105.17 per share. Over the past month, Applied Optoelectronics, Inc. (NASDAQ:AAOI) declined 2.29%, but its shares are up 244.37% over the past year. Applied Optoelectronics, Inc. (NASDAQ:AAOI) has a market capitalization of $8.93 billion, and its stock has traded within a 52-week range of $18.50 to $233.67. Carillon Eagle Small Cap Growth Fund stated the following regarding Applied Optoelectronics, Inc. (NASDAQ:AAOI) in its Q2 2026 investor letter: