The Allspring Premier Large Company Growth Fund outperformed the Russell 1000 Growth Index during the first quarter that ended March 31, 2026.
Comfort Systems has benefited from increased adoption of its modular solutions, which are manufactured offsite and well suited for labor-constrained, rural markets.
Vertiv benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space.
Quanta Services performed well during the quarter following a strong earnings beat, record backlog, and growing recognition that power infrastructure has become a critical bottleneck in the build-out of AI.
Robinhood delivered mixed earnings during the quarter as strong equities and options activity were offset by a slowdown in cryptocurrency transactions and retail engagement.