Ollie's Bargain Outlet Holdings, Inc.

• AP Artisan Partners Artisan Small Cap Fund Quarterly Commentary ↗ Artisan Small Cap Fund added to Modine Manufacturing and Twist Bioscience as data-center cooling, synthetic-biology demand and company execution strengthened conviction. The portfolio initiated Onto Innovation, Baldwin Group and Freshpet, while exiting Penumbra, JBT Marel and Parsons and reducing several positions on valuation, mandate size or weakening profit-cycle visibility. Q1 2026 BWIN $4.5BCOMP $7.8BFLEX $28B +13
• BE Baird Equity Asset Management Q2 2026 Commentary and Market Outlook ↗ Baird Small/Mid Cap Growth added software, AI-infrastructure industrials and commercial-stage therapeutics while exiting holdings where conviction or the original thesis had weakened. The strategy argues that data-center spending supports demand for cooling, power and infrastructure, but maintains discipline as AI-led market leadership becomes increasingly concentrated. Q2 2026 AAON $6.6BAGYS $3.4BALKS $7.9B +6

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