Letters by company

Sanmina CORP

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

Royce Investment Partners Royce Capital Fund–Small-Cap Portfolio Manager Commentary Royce Capital Fund–Small-Cap added to Maximus and IBEX after share-price weakness, while exiting Molina Healthcare amid pressure on its Medicaid earnings. The portfolio favors selected AI-infrastructure beneficiaries but warns that indiscriminate AI spending, geopolitical disruption and persistent inflation could unsettle small-cap markets. first six months of 2026 BLBD $1.9BIBEX $606MMMS $3B