- Small Cap Growth Equity Third Quarter 2026 Investment Commentary Westfield’s Small Cap Growth Equity portfolio cut data-center and semiconductor exposure, favored power infrastructure and networking, and added selectively to software and commercial-stage biopharma. It exited FTAI Aviation, Guidewire Software and Dutch Bros, while retaining conviction in MKS and Nextpower despite sentiment-driven pressure. Third Quarter 2026 ADPT $4.3BBROS $5.9BDT $13B
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