- Mid-Cap Growth Review and Outlook Mid-Cap Growth Strategy exited Fair Isaac and Equifax amid FHFA pressure, while selling CoStar, Insulet and Parsons on weakening or riskier fundamentals. It added Lumentum, ATI, Rocket Lab and Plexus after sector pullbacks, backing AI optical demand, aerospace materials scarcity, space systems and specialized electronics manufacturing. third quarter 2026 ATI $23BFICO $16BFTAI $20B
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