Colliers International Group Inc.

• AP Artisan Partners Artisan Small Cap Fund Quarterly Commentary ↗ Artisan Small Cap Fund trimmed Twist Bioscience, MACOM Technology Solutions and Modine after appreciation, while reducing Installed Building Products and Ascendis Pharma as their profit cycles faced setbacks. The team initiated Virtu Financial, Murphy USA and USA Rare Earth, and shifted software underweight as AI alters competitive dynamics and monetization prospects. Q2 2026 ASND $15BCIGI $4.5BFLEX $42B +11
• AP Artisan Partners Artisan Global Discovery Fund Quarterly Commentary ↗ Artisan Global Discovery Fund trimmed Twist Bioscience and Insmed, added to Lattice Semiconductor and Babcock, and exited ROBLOX, Colliers International and MongoDB as valuations, execution risks and competitive conditions changed. The portfolio initiated Entegris, Cellebrite and C.H. Robinson, while retaining emphasis on AI infrastructure, health care innovation and identifiable profit cycles. Q2 2026 0HQW ALAB $66BAS $16B +13
• Royce Investment Partners Royce Premier Fund Manager Commentary ↗ Royce Premier Fund benefited from information-technology stock selection and holdings including MKS, Littelfuse, ESCO Technologies, Onto Innovation and RBC Bearings. The managers argue that quality small-caps remain attractively valued despite speculative leadership, while monitoring operational conversion and acquisition execution at detractors including Colliers, Exponent and ESAB. first half of 2026 CIGI $4.5BESE $6.6BEXPO $3.3B +6

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