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Aristotle Small/Mid Cap Equity WM Q3 2026 Portfolio Activity

Seeking Alpha

6:50 AM | Friday | Oct 23, 2026

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We believe Bentley Systems is attractive due to its strong free cash flow, high customer retention, and durable competitive advantages trading at a discount to our estimates of its long-term intrinsic value. We believe U.S. Physical Therapy may benefit from an aging population, increasing demand for outpatient rehabilitation services, and continued market consolidation. We exited the Essential Utilities position as the share price appreciated reducing the stock's potential upside and made its risk/reward profile less compelling redeploying the capital into what we view as higher conviction opportunities.

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6:50 AM | Friday | Oct 23, 2026

Aristotle Small/Mid Cap Equity WM Q3 2026 Portfolio Activity

Seeking Alpha

We believe Bentley Systems is attractive due to its strong free cash flow, high customer retention, and durable competitive advantages trading at a discount to our estimates of its long-term intrinsic value. We believe U.S. Physical Therapy may benefit from an aging population, increasing demand for outpatient rehabilitation services, and continued market consolidation. We exited the Essential Utilities position as the share price appreciated reducing the stock's potential upside and made its risk/reward profile less compelling redeploying the capital into what we view as higher conviction opportunities.

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6:50 AM | Friday | Oct 23, 2026

Aristotle Small/Mid Cap Equity WM Q3 2026 Portfolio Activity

Seeking Alpha

We believe Bentley Systems is attractive due to its strong free cash flow, high customer retention, and durable competitive advantages trading at a discount to our estimates of its long-term intrinsic value. We believe U.S. Physical Therapy may benefit from an aging population, increasing demand for outpatient rehabilitation services, and continued market consolidation. We exited the Essential Utilities position as the share price appreciated reducing the stock's potential upside and made its risk/reward profile less compelling redeploying the capital into what we view as higher conviction opportunities.

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11:19 AM | Thursday | Oct 22, 2026

Five9 Named a Leader in the 2026 Gartner® Magic Quadrant™ for Contact Center as a Service for the Ninth Time

Business Wire

SAN RAMON, Calif.--(BUSINESS WIRE)--Five9 (NASDAQ: FIVN), provider of the Genius CX Platform, today announced that it has been named a Leader in the 2026 Gartner Magic Quadrant for Contact Center as a Service (CCaaS) for its Completeness of Vision and Ability to Execute. Five9 has been recognized as a Leader in the CCaaS Magic Quadrant nine times. "We believe being named a Leader for the ninth time reflects something we've been building toward for years: AI isn't replacing the contact center; i.

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10:00 AM | Wednesday | Oct 21, 2026

Rockwell Automation Recognized in 21 Gartner Hype Cycle Reports

PRNewsWire

Recognition across AI, manufacturing, cybersecurity and industrial operations highlights Rockwell's breadth of expertise in helping customers drive productivity, resilience and innovation MILWAUKEE, Oct. 21, 2026 /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced it has been recognized in 21 Gartner Hype Cycle reports spanning artificial intelligence (AI), manufacturing operations, industrial cybersecurity supply chain, private networks and industry-specific technologies. The reports, published between April 2026 and July 2026, reflect growing interest in technologies that help industrial organizations improve productivity, strengthen resilience and accelerate digital transformation.

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9:15 AM | Wednesday | Oct 21, 2026

Cyabra Named a Sample Vendor in 10 Gartner® Hype Cycle™ Reports

GlobeNewsWire

As digital threats grow more sophisticated, Cyabra continues to help governments and enterprises detect coordinated manipulation and protect digital trust.

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9:42 AM | Tuesday | Oct 20, 2026

Gartner: 80% of neocloud firms face extinction by 2030 as AI capex outpaces returns

24/7 Wall Street

A top Gartner forecaster just handed neocloud investors a brutal timeline, and the stocks are already cracking under the pressure. Whether CoreWeave and Nebius survive as independent companies may come down to one number almost none of them can hit.

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9:34 AM | Thursday | Oct 15, 2026

AI Cloud Stocks Sink as Gartner Warns Most Neoclouds Won't Survive Independently: IREN and CoreWeave Fall 5%, Nebius Drops 4%

24/7 Wall Street

A Gartner warning that most neoclouds, the AI providers that rent out graphics processing unit (GPU) capacity, won't survive as independent companies is pulling the group lower, and IREN Limited (NASDAQ:IREN) stock is among the hardest hit.

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8:05 AM | Thursday | Oct 15, 2026

CoreWeave stock pressured as bond yields surge after a major Gartner warning

Invezz

CoreWeave stock is getting pummeled as investors remain concerned about the neocloud industry. It dropped to $65 in the extended session, down by 53% from its highest level this year, erasing billions of dollars in value.

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12:51 PM | Wednesday | Oct 14, 2026

Nebius stock meltdown continues as Gartner issues blistering warning

Invezz

Nebius stock price retreated sharply today, October 14, reaching its lowest level since August 11 this year. NBIS dropped to $185.63, down by nearly 40% from the year-to-date high.

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8:57 AM | Wednesday | Oct 14, 2026

AI Breaches Cost $6 Million: 3 Security Markets Investors Should Watch

Benzinga

Higher breach costs give companies a reason to improve security. For investors, however, the useful question is which improvements customers will pay for and which suppliers can deliver them profitably.

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12:00 PM | Thursday | Oct 8, 2026

monday.com Named a Leader in the 2026 Gartner® Magic Quadrant™ for Collaborative Work Management for the Fourth Consecutive Year

Business Wire

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--monday.com (NASDAQ: MNDY) today announced it has been recognized as a Leader in the 2026 Gartner® Magic QuadrantTM for Collaborative Work Management (CWM) for the fourth consecutive year. Having been named a Leader every year since the report's inception, monday.com continues to invest in helping organizations plan, coordinate, and execute work at scale, and its early transformation into a workspace where AI agents are collaborative participants in.

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