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Stock impact report

Conestoga SMid Cap Composite Q4 2025 Commentary [Seeking Alpha]

Repligen Corporation (RGEN) 
Last repligen corporation earnings: 2/20 07:30 am Check Earnings Report
US:NASDAQ Investor Relations: repligen.com/investors
Company Research Source: Seeking Alpha
Relative performance was volatile throughout the quarter. For the quarter, negative stock selection effects in the Industrials and Real Estate sectors were the primary drivers of underperformance, while an underweight to the highly volatile biotechnology industry also detracted from relative returns. primeimages/E+ via Getty Images SMid Cap Composite Net Performance (as of 12/31/25)* SMid Cap Composite – 4Q25 Performance & Attribution The Conestoga SMid Cap Composite ( CCSMX ) trailed the Russell 2500 Growth Index in the fourth quarter with a This article was written by Quick Insights Negative stock selection in Technology, Industrials, and Health Care, combined with lack of exposure to surging biotech and AI-related names, drove underperformance versus the Russell 2500 Growth Index. The portfolio exited GNRC and TREX due to challenged fundamentals and competitive pressures, reallocating to AAON and KRMN to enhance exposure to resilient data center and defense end-m Show less Read more
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