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Stock impact report

AMG Frontier Small Cap Growth Fund: Q3 Sees Strong Outperformance Across Semiconductor Holdings [Seeking Alpha]

Cognex Corporation (CGNX) 
Last cognex corporation earnings: 4/27 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: cgnx.client.shareholder.com
Company Research Source: Seeking Alpha
Health care was the primary hindrance as a result of our underweight in biotech and negative stock selection. We have materially decreased our position as we evaluate this specific risk. Our largest contributing sector was technology with strong outperformance across many of our semiconductor, semicap equipment, and software holdings. We initiated a number of new positions, including Allegiant Airlines (ALGT), Cognex Corporation (CGNX), Unity (U), and Renasant Bank (RNST). Puttachat Kumkrong/iStock via Getty Images The following segment was excerpted from the AMG Frontier Small Cap Growth Fund ( MSSCX ) Q3 2025 Commentary. Our portfolios underperformed during the quarter and trail year to date. Below is the attribution by industry. This article was written by Quick Insights We materially decreased our INSP position to manage potential long-term demand risks from GLP-1 treatments, pending further evaluation of this competitive threat. Despite the early readout disa Show less Read more
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