#IdeaSquick

Artisan International Explorer Fund's top three contributors in Q1 were IQE, Impro and Vitzrocell and top three detractors were Alten, Signify and Elementis.

Almost two-thirds of the stocks in the portfolio declined during the quarter, with nearly half falling by more than 10%. Read more here.

The London Company Large Cap portfolio returned 2.6% (2.4% net) during the quarter vs. a 4.2% decrease in the Russell 1000 Index. Read more here.

Applied Optoelectronics reported a healthy quarter and discussed winning major new orders from large hyperscale customers. Read more here.

Madison Small Cap Fund shares its Q1 2026 portfolio activity, adding ICUI, MTDR, PCOR, and SITE. Read the full analysis for more details.

Exploration and production company Magnolia Oil & Gas saw shares rise as the sharp increase in oil prices drove a broad rally across US-based oil producers. Read more here.

The London Company Income Equity portfolio returned 4.4% (4.2% net) during the quarter vs. a 4.2% decrease in the Russell 1000 Index. Read more here.

Shares of Lantheus Holdings were added after the company received FDA approval of its key product TruVu.

Brown Advisory details new mid-cap positions in software, aviation, and healthcare for Q1 2026. Read the full analysis for more details.