- Q2 Voss Capital initiated positions in Rackspace, Versigent, Hill & Smith and De’Longhi, citing turnaround potential in cloud infrastructure, automotive wiring, US utility and galvanizing capacity, and premium coffee equipment. The firm favors companies positioned for AI-related capital spending and improving small-cap fundamentals while retaining caution about concentrated hyperscaler investment. Q2 2026 DELHF $7.5BHILS $3.1BRXT $600M
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