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XPO, Inc.

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

ClearBridge Investments Mid Cap Growth Strategy ClearBridge Mid Cap Growth favored cyclical industrials, citing RBC Bearings, Vertiv and XPO as beneficiaries of stabilizing end markets and data-center investment. The strategy initiated Medpace, Tenet Healthcare and Viking Holdings, while exiting ICON, Pinterest, Monday.com, Verisk Analytics and CoStar Group amid AI and growth concerns. First Quarter 2026 MEDP $18BPINS $11BRBC $15B