Darling Ingredients INC.

• SA SouthernSun Asset Management 2Q2026 SMID Cap Investment Commentary ↗ SouthernSun SMID Cap Composite took profits in AI-exposed holdings and stayed underweight the data-center buildout, preferring a balanced portfolio amid a narrowly led market. The team argues that Extreme Networks and Generac have durable growth drivers, while Darling Ingredients and Broadridge face temporary or overstated investor concerns. second quarter of 2026 BR $22BDAR $8.5BEXTR $3.5B +1
• AF Aristotle Funds Aristotle Growth Equity Fund Commentary ↗ Aristotle Growth Equity Fund added Coherent, Sandisk, ServiceNow and Western Digital to target optical networking and constrained AI data-storage demand. The fund sold HubSpot over AI-native competitive risks, briefly exited and then repurchased Amphenol after reassessing its role in the optical-interconnect transition. second quarter 2026 APH $196BCOHR $46BHUBS $9.9B +5
• DA Davenport Asset Management The Davenport Funds Quarterly Update: First Quarter Update 2026 ↗ Davenport’s funds trimmed energy holdings after the Iran conflict lifted oil prices and redeployed capital into technology, industrials and real assets discounted by AI-disruption and cyclical fears. New purchases included Constellation Energy, Union Pacific, Weyerhaeuser, live-events businesses, REIT specialists, Microsoft, Broadridge and Abbott Laboratories. First Quarter 2026 ABT $189BACN $150BBR $22B +9

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