Letters by company

Performance Food Group Co

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

ClearBridge Investments ClearBridge Mid Cap Growth Strategy The ClearBridge Mid Cap Growth Strategy added Snowflake, Teradyne, Keysight Technologies and DigitalOcean to build exposure to AI demand, while increasing Robinhood Markets and Astera Labs. It rotated from Martin Marietta into Vulcan Materials, sold STERIS, Bio-Techne and Ferguson Enterprises, and emphasized durable growth compounders with disciplined capital management. Third Quarter 2026 —