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Stock impact report

Wasatch Ultra Growth Fund Q4 2025 Commentary [Seeking Alpha]

Trex Company, Inc. (TREX) 
Last trex company, inc. earnings: 2/24 04:15 pm Check Earnings Report
US:NYSE Investor Relations: trex.com/our-company/investor-relations
Company Research Source: Seeking Alpha
Healthcare stocks accounted for several top contributors to Fund performance for the quarter. Trex Co., Inc. was the greatest detractor from Fund performance for the quarter. laddawan punna/iStock via Getty Images Overview Enthusiasm for equities linked to artificial intelligence (AI) eased during the fourth quarter as investors questioned lofty valuations, uncertain payoffs from large-scale infrastructure buildouts and increasingly circular revenue flows among a few dominant companies. Worries about discretionary This article was written by Quick Insights WAMCX outperformed in Q4 with a 9.02% return versus the benchmark's 1.22%, but underperformed for the full year due to a speculative, low-quality rally. Healthcare, driven by M&A in Exact Sciences and Cidara, and IT, notably JFrog's 50% cloud revenue growth, were key contributors to relative outperformance. WAMCX maintains a focus on high-quality, disruptive businesses, with over 60% in tangible product companies, Show less Read more
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