Touchstone Mid Cap Fund Q2 2026 Portfolio Review

The Touchstone Mid Cap Fund (Class A Shares, Load Waived) underperformed its benchmark, the Russell MidCap® Index, for the quarter ended June 30, 2026. Among the largest contributors to Fund performance were Entegris, Inc., Bruker Corporation and Keysight Technologies Inc. Among the largest detractors from Fund performance were Domino's Pizza, Inc., Allison Transmission Holdings, Inc. and Armstrong World Industries, Inc.

Seeking Alpha • Aug 13, 2026

Bruker Announces Strategic Collaboration with Atinary Technologies to Advance Self-Driving Laboratories

BOSTON--(BUSINESS WIRE)---- $BRKR #BRKR--Bruker Corporation (Nasdaq: BRKR) today announced an expanded strategic collaboration with Atinary Technologies Inc., the pioneer of Self-Driving Labs® technologies and AI-driven R&D with applications in pharmaceuticals, chemicals, energy, and materials. Bruker also made a minority investment in Atinary. Financial details were not disclosed. Atinary intends to integrate Chemspeed configurable laboratory automation platforms, Bruker analytical instruments and SciY sc.

Business Wire • Aug 11, 2026

Bruker Announces Majority Investment in MIMETAS to Advance Human Physiology-Relevant Drug Discovery and Development

LEIDEN, The Netherlands--(BUSINESS WIRE)---- $BRKR #BRKR--Bruker Corporation (Nasdaq: BRKR) today announced a majority investment in MIMETAS B.V., a developer of organ-on-a-chip platforms and advanced human tissue and disease models for drug discovery and development. The investment expands Bruker's post-genomic solutions for disease biology research, as well as for drug discovery and development into Microphysiological Systems (MPS), also referred to as New Approach Methodologies (NAMs), and based on human ph.

Business Wire • Aug 10, 2026

Carillon Chartwell Mid Cap Value Fund Q2 2026 Portfolio Review

ON Semiconductor designs and manufactures power and sensing semiconductors for automotive, industrial, and data center applications. Knight-Swift Transportation is one of North America's largest trucking and logistics companies, providing full-truckload, less-than-truckload, intermodal, and freight brokerage services. Expand Energy is the largest independent natural gas producer in the US, with operations focused primarily in the Haynesville and Appalachia basins.

Seeking Alpha • Aug 5, 2026

Bruker Q2 Earnings Call Highlights

Bruker NASDAQ: BRKR reported second-quarter revenue growth and expanded profitability as demand improved for scientific instruments, particularly in biopharma and several “deep tech” markets including semiconductor metrology, security detection and energy research.

MarketBeat • Aug 4, 2026

Bruker Corporation (BRKR) Q2 2026 Earnings Call Transcript

Bruker Corporation (BRKR) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 4, 2026

Bruker Reports Second Quarter 2026 Financial Results

BILLERICA, Mass.--(BUSINESS WIRE)---- $BRKR #BRKR--Bruker Corporation (Nasdaq: BRKR) today announced financial results for the three and six months ended June 30, 2026. Frank H. Laukien, Bruker's President and CEO, commented: “We returned to organic revenue growth in the second quarter and our Scientific Instruments segment achieved 10% organic bookings growth year-over-year. Our focus on cost and profitability resulted in solid margin expansion and non-GAAP EPS growth in the quarter. In particular, we achieve.

Business Wire • Aug 4, 2026

Bruker (BRKR) Q2 Earnings Beat Estimates

Bruker (BRKR) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.32 per share a year ago.

Zacks Investment Research • Aug 4, 2026

Bruker (BRKR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Bruker (BRKR) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Aug 4, 2026

The London Company QTD Mid Cap Q2 2026 Contributors, Detractors And Trades

The London Company Mid Cap portfolio returned 9.7% (9.5% net) during the quarter vs. a 13.8% increase in the Russell Midcap Index. The market was led by momentum and high-beta factors — in fact, the top beta quintile returned over 44% and drove nearly two-thirds of the index's gain. ENTG was a top contributor, benefiting from improving semiconductor demand, accelerating AI investment, and rising fab utilization.

Seeking Alpha • Jul 28, 2026