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The portfolio allocates no less than four-fifths of its complete holdings to instruments featured within its corresponding Index. This Index, in turn, is formulated to concentrate on equity investments in smaller, financially sound American corporations, designated as "small cap earners," based on the unique methodology employed by its creator.

HF Sinclair Corporation remains a Buy as robust earnings growth and capital returns drive continued outperformance, with shares up nearly 72% since November. DINO's renewables segment has pivoted from a cash drag to a significant EBIT contributor, now delivering 87.5% margins and 21% of consolidated EBIT. Record-high crack spreads and resilient gasoline prices underpin elevated refinery margins, supporting strong GAAP EPS growth forecasts into 2026.

Loomis Interim Report January - June 2026 PR Newswire STOCKHOLM, July 24, 2026 STOC

PARIS--(BUSINESS WIRE)--Havas reports solid H1 2026 results with organic growth of +2.5% and further improvement in adjusted EBIT margin.

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Vestas Wind Systems is transitioning from a cyclical turbine manufacturer to a stable, profitable renewable energy infrastructure supplier. Q1 2026 marked a turning point with 14.4% revenue growth, 3.2% EBIT margin, and $76.1 billion in backlog, signaling robust operational recovery. The fast-growing service segment, with a 16.3% EBIT margin, now anchors profitability and provides multi-year revenue visibility.