- Commentary Wasatch Small Cap Growth favored profitable, self-financing businesses as rising rates and an AI-related sell-off pressured small caps. Paymentus, Repligen and Global-e supported results, while AAON, Nova and Dutch Bros detracted despite management's continued confidence in their operating fundamentals and long-term growth prospects. third quarter 2026 AAON $5.7BBROS $6.1BGLBE $7.3B
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