Carillon Eagle Small Cap Growth Fund Q2 2026 Portfolio Review

Raymond James Investment Management 29 Followers Follow Summary Bloom Energy's stock performed well as market adoption for its fuel cell offering continued to gain steam among some of the largest participants in the global AI infrastructure buildout. The optical industry has seen unprecedented demand given the massive hyperscaler capital expenditure announcements. Karman’s stock lagged after reporting a quarter that came in slightly below market expectations on organic growth. Higher gas prices and the war created a more volatile consumer spending backdrop than Shake Shack had anticipated. Jacob Wackerhausen/iStock via Getty Images The following segment was excerpted from Carillon Eagle Small Cap Growth Fund Q2 2026 Commentary. Portfolio review Top holdings Bloom Energy ( BE ) manufactures stationary solid oxide fuel cell power generation equipment. The company's stock This article was written by Raymond James Investment Management 29 Followers Follow Raymond James Investment Management is a global asset-management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. They believe providing a lineup of institutional-class portfolio managers is the best way to help investors seek their long-term financial goals. Note: This account is not managed or monitored by Raymond James Investment Management, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Raymond James Investment Management's official channels.