- Commentary Third Quarter 2026 Carillon Eagle Mid Cap Growth Fund favored Natera, Cloudflare, Snowflake, Twilio and Everpure as enterprise AI demand, diagnostics adoption and cloud infrastructure spending supported their outlooks. The portfolio modestly reduced cyclical exposure amid higher rates and energy prices, while retaining conviction in Dycom, RB Global, Viking, Carpenter Technology and Axon despite near-term pressures. Third Quarter 2026 AXON $31BCRS $15BDY $6.7B
One letter so far. We collect each new one as Carillon Eagle — Mid Cap Growth Fund publishes it.
