Cognex CORP

• AP Artisan Partners Artisan Global Discovery Fund Quarterly Commentary ↗ Artisan Global Discovery Fund reduced AI-infrastructure exposure by exiting Modine Manufacturing and Monolithic Power Systems, while concentrating capital in Lattice Semiconductor, Entegris and SiTime. The portfolio initiated Manhattan Associates, Okta and Clean Harbors, added to Twilio, West Pharmaceutical and RBC Bearings, and favored company-specific profit cycles amid higher rates, commodity costs and AI spending uncertainty. Q3 2026 CGNX $9.6BCLH $17BCOMP $6.8B +12

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