Carillon Tower Advisers, an funding administration firm, launched its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Development Fund”. A duplicate of the letter is offered to obtain right here. Mid-cap shares delivered robust outcomes, with the Russell Midcap® Development Index rising 14.55% and barely outperforming the Russell Midcap® Worth Index’s 13.40% acquire. Data know-how led the expansion index with a 36.90% return, whereas industrials additionally outperformed, and power was the one sector to say no. The quarter was supported by resilient company earnings, financial progress and AI infrastructure spending, though geopolitical tensions, greater power costs and election-related uncertainty may create volatility. The agency stays optimistic that data-center funding will assist know-how, power, protection and automation firms, whereas engaging healthcare valuations and stronger merger exercise may create alternatives. Nevertheless, financials and shopper shares face combined situations due to housing weak point, inflation and uneven spending. As well as, please verify the Fund’s prime 5 holdings to know its greatest picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Development Fund highlighted MACOM Expertise Options Holdings, Inc. (NASDAQ:MTSI). MACOM Expertise Options Holdings, Inc. (NASDAQ:MTSI) gives analog semiconductor options to be used in wi-fi and wireline purposes throughout the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 29, 2026, MACOM Expertise Options Holdings, Inc. (NASDAQ:MTSI) closed at $228.71 per share. The one-month return of MACOM Expertise Options Holdings, Inc. (NASDAQ:MTSI) was -21.92% and its shares gained 83.48% over the previous 52 weeks. MACOM Expertise Options Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.45 billion.
Carillon Eagle Mid Cap Development Fund said the next relating to MACOM Expertise Options Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor letter:
“MACOM Expertise Options Holdings, Inc. (NASDAQ:MTSI) manufactures high-performance analog and optical parts. The corporate is diversified throughout knowledge middle, industrial, and telecom markets. The AI spending wave from the hyperscalers has led to very robust progress in Macom’s knowledge middle merchandise. Buyers even have appreciated the corporate’s publicity to finish markets in aerospace, protection, and area which are anticipated to have lengthy runways for progress.”
