Extreme Networks INC

• VI Voya Investment Management — MI Dynamic Small Cap Fund Commentary ↗ Voya MI Dynamic Small Cap Fund attributed its benchmark outperformance to stock selection in industrials, technology and financials. Overweights in Manitowoc, DHT Holdings and Box helped, while Alignment Healthcare, Alumis and Extreme Networks hurt; the strategy remains selective amid AI investment, inflation and rate risks. 3Q26 ALHC $1.6BALMS $793MBOX $6B +2
• 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

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