2 months ago
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Ricardo Pillai
Thu, July 23, 2026 astatine 11:11 AM CDT 3 min read
Rewey Asset Management, an concern absorption firm, released its "RAM Smid Composite" capitalist missive for the 2nd 4th of 2026. A transcript of the missive tin be downloaded here. RAM Smid Composite gained 20.06% successful the 2nd 4th of 2026, outperforming the Russell 2500 Value Total Return Index's 18.50% return, portion twelvemonth to day show reached 31.15% versus 24.16% for the benchmark. The steadfast views the Russell 2500 Value's outperformance of the S&P 500's 15.20% and the Magnificent 7's 11.7% gains arsenic grounds of a continued rotation toward undervalued tiny and smid headdress stocks. Economic maturation moderated aft archetypal 4th GDP was revised. Capital markets remained strong, with IPOs raising $104 cardinal crossed 48 deals. In addition, delight cheque the Composite's apical 5 holdings to cognize its champion picks successful 2026.
In its second-quarter 2026 capitalist letter, Rewey Asset Management highlighted Ultra Clean Holdings, Inc. (NASDAQ:UCTT). Ultra Clean Holdings, Inc. NASDAQ:(UCTT) develops and supplies captious subsystems, components and parts, and cleaning and analytical services for the semiconductor industry. On July 22, 2026, Ultra Clean Holdings, Inc. (NASDAQ:UCTT) closed astatine $101.46 per share. One-month instrumentality of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) was -17.80% and its shares gained 319.14% implicit the past 52 weeks. Ultra Clean Holdings, Inc. NASDAQ:(UCTT) has a marketplace capitalization of $4.55 cardinal with a 52-week trading scope betwixt $21.28 - $144.22.
Rewey Asset Management stated the pursuing regarding Ultra Clean Holdings, Inc. (NASDAQ:UCTT) successful its Q2 2026 capitalist letter:
"Ultra Clean Holdings, Inc. (NASDAQ:UCTT), highlighted successful our 3Q25 letter, was again our apical performer successful 2Q26, delivering a 127.81% return. The banal surged connected beardown quarterly results and a crisp inflection successful the outlook for semi-conductor superior spending. Memory chips are present successful abbreviated supply, arsenic it has go evident that artificial quality volition beryllium a monolithic user of memory. While we judge this upcycle is inactive successful its aboriginal stages, we person trimmed our presumption into strength."
Ultra Clean Holdings, Inc. (UCTT) is not connected our database of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 36 hedge money portfolios held (UCTT) astatine the extremity of the archetypal 4th which was 22 successful the erstwhile quarter. While we admit the imaginable of Ultra Clean Holdings, Inc. (UCTT) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the champion short-term AI stock.
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