- Insight | Commentary Second Quarter 2026 Carillon Eagle Small Cap Growth Fund emphasized AI infrastructure beneficiaries including Bloom Energy, SiTime, Credo Technology Group and Applied Optoelectronics, while retaining conviction in several lagging holdings. The portfolio also favors cyclical, health care, technology, financial and consumer businesses positioned for improving growth, margins or investment spending. Second Quarter 2026 AAOI $5.3BBE $63BBRCB $548M
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