RBC Bearings INC

• Royce Investment Partners Royce Premier Fund Manager Commentary ↗ Royce Premier Fund benefited from information-technology stock selection and holdings including MKS, Littelfuse, ESCO Technologies, Onto Innovation and RBC Bearings. The managers argue that quality small-caps remain attractively valued despite speculative leadership, while monitoring operational conversion and acquisition execution at detractors including Colliers, Exponent and ESAB. first half of 2026 CIGI $4.5BESE $6.6BEXPO $3.3B +6
• AP Artisan Partners Artisan Mid Cap Fund Quarterly Commentary ↗ Artisan Mid Cap Fund added to DoorDash and ROBLOX after share-price weakness, initiated Semtech, Tradeweb Markets and SiTime, and exited Ares Management, CCC Intelligent Solutions and Parsons. The portfolio favors health care, AI infrastructure and aerospace and defense businesses with durable profit cycles amid wider market dispersion. Q1 2026 AJG $58BALAB $66BARES $39B +13
• AP Artisan Partners Artisan Global Discovery Fund Quarterly Commentary ↗ The Global Discovery Fund added to Twist Bioscience, Sea, Compass, Medline, Spotify and Insmed, initiated Roblox, H World Group and ASM International, and exited JFrog, JBT Marel and Sartorius as conviction, valuation and profit-cycle prospects changed. It favors health care, AI infrastructure and aerospace and defense while treating software disruption and macro volatility as selective entry opportunities. Q1 2026 ASMXF $45BCOHR $66BCOMP $7.1B +13

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