The Virtus Zevenbergen Technology Fund returned 11.56% (Class INST) in the quarter, trailing its comparison benchmark, the S&P North American Technology Sector Index's 13.14% return. Alphabet (GOOG) and NVIDIA (NVDA) were the largest contributors to performance in the quarter. The Trade Desk (TTD) and Axon Enterprise (AXON) were the largest detractors from performance in the quarter.
The Touchstone Mid Cap Growth Fund outperformed its benchmark, the Russell Midcap® Growth Index, for the quarter ended September 30, 2025. From a factor perspective, the Fund's overweight exposure to size was a relative tailwind to performance, offsetting a headwind from being underweight volatility. Consumer Discretionary was the largest source of relative gains.
Investors are hoping for a Santa Rally — the seasonal year-end surge that has historically delivered positive returns. Although macro conditions - including rate cuts and easing inflation - are supportive of a rally, holiday euphoria could put gains at risk if investors bet on weak stocks. Seeking Alpha's Quant Ratings provide data-driven, unemotional assessments of stocks, which can help preve...
Axon Enterprise offers a compelling long-term growth story, with founder-led vision, high retention rates, and expanding recurring revenue streams. Recent Q3 earnings miss and tariff-driven margin compression triggered a selloff, but I view this as a buying opportunity for growth-oriented investors. AXON's TAM of $159B, international expansion, and AI-driven Axon 911 platform, supported by stra...
The stocks listed here have been among the best growth stocks to own in their respective industries. Their growth prospects remain promising in the long run.
TEL AVIV, Israel , Dec. 3, 2025 /PRNewswire/ -- Axon Vision (TASE: AXN) announced today a strategic cooperation agreement with Leonardo DRS to pursue opportunities in advanced situational awareness, lethality, and survivability, with special emphasis on Counter-UAS (C-UAS) solutions in the U.S. defense market. The partnership is expected to address a critical demand for on-platform AI-driven ca...
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