MACOM Technology Solutions (MTSI): Can Data Center and 5G Demand Drive More Upside?
Aristotle Capital Boston, LLC released its Q2 2026 Small Cap Equity Fund investor letter. The fund returned 13.69% in Q2 2026, lagging the Russell 2000 Index's 21.49% gain. MACOM Technology Solutions (MTSI) was a top performer, buoyed by robust demand in data center, industrial, defense, and telecom markets. Other notable contributors included IPG Photonics and UMB Financial.
Alamos Gold and Huron Consulting Group were underperformers due to operational hurdles and AI-related concerns. The fund maintained its position in MTSI, citing continued revenue growth and profitability from data-center, industrial/defense, and telecom applications.
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