How On-Demand Traffic Models Are Changing the Game

The shift toward on-demand traffic models is reshaping the economics of marketing. Instead of relying on expensive auctions ...

Brown Advisory Global Leaders Strategy Exited Illumina (ILMN) in Q2. Here’s Why

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” second-quarter 2025 ...

Summers Value Partners’ Update on Journey Medical (DERM)

Summers Value Partners, an investment management company, released its second-quarter 2025 investor letter. A copy of the ...

Summers Value Partners’ Q2 2025 Investor Letter

Summers Value Partners, an investment management company, released its second-quarter 2025 investor letter. The Summers Value ...

Microsoft Corp. (MSFT) Rallied in Q2, Driven by Azure growth

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” investor letter ...

Should You Hold Waste Connections (WCN) for the Long Term?

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” investor letter ...

Renaissance Small Cap Growth Strategy Added ADMA Biologics (ADMA) to Its Portfolio in Q2

Renaissance Investment Management, an investment management company, released its Q2 2025 “Small Cap Growth Strategy” ...

Here’s Why Grid Dynamics (GDYN) Detracted in Q2

Renaissance Investment Management, an investment management company, released its Q2 2025 “Small Cap Growth Strategy” ...

Credo Technology (CRDO) is Benefiting from AI Data Center Buildouts

Renaissance Investment Management, an investment management company, released its Q2 2025 “Small Cap Growth Strategy” ...

Renaissance Investment Management Small Cap Growth’s Q2 2025 Investor Letter

Renaissance Investment Management, an investment management company, released its Q2 2025 “Small Cap Growth Strategy” ...