Here’s What Lifted Advanced Energy Industries (AEIS) in Q1

1 hour ago 1

Soumya Eswaran

Thu, May 21, 2026 astatine 9:20 AM CDT 3 min read

Aristotle Capital Boston, LLC, an concern advisor, released its first-quarter 2026 capitalist missive for “Small Cap Equity Fund”. A transcript of the missive is disposable to download here. U.S. small-cap equities delivered beardown show successful the archetypal 4th amid macroeconomic and geopolitical volatility, outpacing large-cap stocks. Improving earnings, charismatic comparative valuations, and a absorption connected home sectors supported the tiny caps successful the quarter. In this backdrop, the Aristotle Small Cap Equity Fund (Class I-2) delivered a full instrumentality of 1.50% successful the quarter, outperforming the Russell 2000 Index’s 0.89% return. The show was supported by information enactment successful the accusation exertion and financials sectors, on with underweight allocations to healthcare and industrials. The money remains optimistic astir the semipermanent outlook for U.S. small-cap equities. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2026.

In its first-quarter 2026 capitalist letter, Aristotle Small Cap Equity Fund highlighted Advanced Energy Industries, Inc. (NASDAQ:AEIS) arsenic 1 of its starring contributors. Advanced Energy Industries, Inc. (NASDAQ:AEIS) is simply a starring precision powerfulness conversion, measurement, and power solutions supplier for semiconductor instrumentality and information centers. On May 21, 2026, Advanced Energy Industries, Inc. (NASDAQ:AEIS) banal closed astatine $313.05 per share. One-month instrumentality of Advanced Energy Industries, Inc. (NASDAQ:AEIS) was -18.15%, and its shares gained 170.01% implicit the past 52 weeks. Advanced Energy Industries, Inc. (NASDAQ:AEIS) has a marketplace capitalization of $12.52 billion.

Aristotle Small Cap Equity Fund stated the pursuing regarding Advanced Energy Industries, Inc. (NASDAQ:AEIS) successful its Q1 2026 capitalist letter:

"Advanced Energy Industries, Inc. (NASDAQ:AEIS) is simply a supplier of powerfulness electronics conversion products. The banal extended a beardown multi-quarter rally fueled by net revisions, AI-related infrastructure spending, and improving semiconductor superior expenditure trends. We support our position, arsenic we judge the company’s vulnerability to AI-driven semiconductor and data-center request should proceed to thrust shareholder value."

Is Advanced Energy Industries, Inc. (AEIS) the Best Electrical Equipment Stock to Buy Now?

Advanced Energy Industries, Inc. (NASDAQ:AEIS) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 27 hedge money portfolios held Advanced Energy Industries, Inc. (NASDAQ:AEIS) astatine the extremity of the 4th quarter, compared to 28 successful the erstwhile quarter. While we admit the imaginable of Advanced Energy Industries, Inc. (NASDAQ:AEIS) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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