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Stock impact report

Artisan Mid Cap Fund Q1 2026 Commentary [Seeking Alpha]

Twist Bioscience Corporation (TWST) 
Last twist bioscience corporation earnings: 2/6 04:05 pm Check Earnings Report
Company Research Source: Seeking Alpha
Our underweight to financials contributed positively, particularly in capital markets, where the industry declined double digits during the quarter. Among our top contributors in Q1 were Comfort Systems, Twist Bioscience and RBC Bearings. Our biggest detractors were DoorDash, MongoDB and Roblox. Love Employee/iStock via Getty Images Portfolio Management Matt Kamm, CFA Portfolio Manager (Co-Lead) Jason White, CFA Portfolio Manager (Co-Lead) Jim Hamel, CFA Portfolio Manager Angela Wu Portfolio Manager Jay Warner, CFA Portfolio Manager Investing Environment Global equities declined during This article was written by Quick Insights ARTMX outperformed the Russell Midcap Growth Index on a relative basis, aided by strong stock selection in industrials and health care, despite negative absolute returns. The fund is positioned for continued growth in health care, AI-driven infrastructure, and aerospace/defense, leveraging secular trends and company-specif Show less Read more
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