On innovation (Ali) decreased with the expiry of expectations

Timossecar Capital ManagementThe stock management company has issued an investor’s speech in the second quarter of “US Small Cap”. It can be a copy of the message It was downloaded here. During the quarter, the box has returned 11.28 % (total) and 11.02 % (Net), compared to the Russian 2000 growth index by 11.97 %. The stocks have published two -number revenue in the second quarter with the raising of global economic activity measures. In addition, please check the five best holdings of the box to know its best choices in 2025.

In the investor’s speech in the second quarter of 2025, the small growth strategy in Capital Capital has highlighted stocks such as Innovation Inc. (NYSE:on). On Innovation Inc. (NYSE: ON) Designs, Development, Manufacturing and Support of Control Tools that perform visual scales and inspection. It was one month’s return to Innovation Inc. (NYSE: ON) 2.14 %, and has lost 41.42 % of its value over the past 52 weeks. On September 12, 2025, Innovation Inc. shares were closed. (NYSE: On ON) at $ 110.98 per share, with a marketing of a market of $ 5.44 billion.

The growth strategy at Timessquare Capital Us Focus mentioned the following regarding Innovation Inc. (NYSE: ON) in the investor’s speech in the second quarter 2025:

“Among a wide range of information technology companies, we prefer important system service providers, specialized components designers, systems that improve productivity or efficiency for their customers, and other information technology budget shares. On Innovation Inc. (NYSE: on On) Designs and Development and results in high performance control, defects, stone printing, and data analysis systems used by manufacturers for accurate electronic devices. While the results of the first quarter were in line with the street, the second quarter expectations decreased. This led to -16 % stumbling in the price of its share. “

On Innovation Inc. (Nyse: on) is not on our list 30 shares more popular among hedge boxes. According to our database, 37 hedge padding holds in Innovation Inc. (NYSE: ON) at the end of the second quarter, which was 31 in the previous quarter. On Innovation Inc. (NYSE: ON) achieved the strong second quarter with profit From $ 253.6 million, which reflects an increase of about 5 % on an annual basis. Although we acknowledge the capabilities of Innovation Inc. (NYSE: ON) as an investment, we believe that some artificial intelligence shares provide greater potential in the upward trend and carry less negative risks. If you are looking for a stock of artificial intelligence with less than very apprecia The best inventory of artificial intelligence in the short term.