Letters by company

Aaon, INC.

1 letter discussing AAON. Everything written about it on this site is on its ticker page.

Baird Equity Asset Management Q2 2026 Commentary and Market Outlook Baird Small/Mid Cap Growth added software, AI-infrastructure industrials and commercial-stage therapeutics while exiting holdings where conviction or the original thesis had weakened. The strategy argues that data-center spending supports demand for cooling, power and infrastructure, but maintains discipline as AI-led market leadership becomes increasingly concentrated. Q2 2026 AAON $6.8BAGYS $2.8BALKS $6.9B