Letters by company

Dycom Industries INC

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

Carillon Eagle — Mid Cap Growth Fund Commentary Third Quarter 2026 Carillon Eagle Mid Cap Growth Fund favored Natera, Cloudflare, Snowflake, Twilio and Everpure as enterprise AI demand, diagnostics adoption and cloud infrastructure spending supported their outlooks. The portfolio modestly reduced cyclical exposure amid higher rates and energy prices, while retaining conviction in Dycom, RB Global, Viking, Carpenter Technology and Axon despite near-term pressures. Third Quarter 2026 AXON $31BCRS $15BDY $6.7B