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Stock impact report

Carillon Eagle Mid Cap Growth Fund Q4 2025 Commentary [Seeking Alpha]

Cencora, Inc. (COR) 
Last cencora, inc. earnings: 4/30 06:30 am Check Earnings Report
US:NYSE Investor Relations: investors.coresite.com/investor-overview
Company Research Source: Seeking Alpha
In 2025, mid-cap stocks posted solid gains but trailed 2024's annual returns. Among the style indexes, the Russell Midcap Growth Index (up 8.66%) underperformed the Russell Midcap Value Index (up 11.04%). primeimages/E+ via Getty Images Investment Team Eric Mintz, CFA Managing Director and Portfolio Manager Christopher Sassouni, D.M.D. Portfolio Manager David Cavanaugh Portfolio Manager Characteristics Total Net Assets (billions): $5.28 Number of holdings: 83 Top 10 Holdings Cencora ( COR Royal This article was written by Quick Insights The portfolio favors stocks tied to AI infrastructure and semiconductors, expecting continued capital investment, with close monitoring of adoption rates and power supply bottlenecks. Key risks include a softening labor market, potential for higher long-term interest rates, and uncertainty around the new Federal Reserve chair's commitment to price stability. Natera, Teradyne, and Carpenter Technology outperformed Show less Read more
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