

We remain encouraged by the operational performance of the Micro cap companies held in portfolios. TWST shares surged as a strong fiscal 3Q highlighted accelerating demand across several of the company's end markets. TKNO management responded to the stronger first half by substantially raising its full-year revenue outlook.

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These businesses probably won't stay small forever.

Mondelez, Conagra Brands, The Chefs' Warehouse and Mama's Creations have been highlighted in this Industry Outlook article.

MDLZ, CAG, CHEF and MAMA navigate food industry headwinds through product innovation, operational efficiencies and evolving consumer preferences.

Shares of Mama's Creations, Inc. (NASDAQ: MAMA - Get Free Report) have been given an average recommendation of "Moderate Buy" by the eight research firms that are covering the company, MarketBeat reports. Two analysts have rated the stock with a hold recommendation, five have given a buy recommendation and one has issued a strong buy recommendation

MAMA sees multiple margin levers in trade spending, chicken-bottom sales and Bay Shore as it works toward the corporate gross-margin target.

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