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Stock impact report

Mairs & Power Small Cap Fund Q4 2025 Commentary [Seeking Alpha]

Inspire Medical Systems, Inc. (INSP) 
Last inspire medical systems, inc. earnings: 2/25 04:15 pm Check Earnings Report
Company Research Source: Seeking Alpha
On the economic front, inflation continued to ease across the CPI, PPI, and PCE measures, landing closer to the Fed's long-term target. Stock selection also weighed on relative performance, with a handful of names causing much of the Fund underperformance, particularly in Health Care, Information Technology, and Materials. syahrir maulana/iStock via Getty Images Market Overview Artificial intelligence (AI) and increasing market concentration took center stage again in 2025. The rate of investment in technology and AI infrastructure spending is driving the market narrative with valuations pushing higher, corporate spending accelerating, and bubble-like This article was written by Quick Insights Small caps are trading at a significant discount to the S&P 500, with supportive earnings growth projected at 15% for the S&P 600 in 2026. Underperformance was driven by stock selection, especially in Health Care and IT, with Inspire Medical, CVRx, and MGP Ingredients as key det Show less Read more
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