Conestoga SMid Cap Composite Q3 2026 Portfolio Activity

We initiated a position in Allegro because vehicle electrification, driver-assistance systems and other electronic features are increasing chip content per vehicle. We initiated a position in Sterling Infrastructure because its scale and experience help it win complex, mission-critical projects. We sold Workiva stock to reduce the portfolio's exposure to software, which has been a battleground for investors as it's deemed a potential area of disruption for AI.

Seeking Alpha • Oct 28, 2026

Two Chip Stocks Upgraded To Buy On AI Data-Center Business

Broadcom stock and Macom Technology Solutions stock received upgrades from Wall Street analysts on Tuesday as chip stocks overall rallied.

Investors Business Daily • Oct 27, 2026

MACOM to Report Fourth Quarter and Fiscal Year 2026 Financial Results on November 5, 2026

LOWELL, Mass., Oct. 22, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its fourth quarter and fiscal year 2026, ended October 2, 2026, before the market open on Thursday, November 5, 2026.

GlobeNewsWire • Oct 22, 2026

M/A-Com (MTSI) Is Up 12.62% in One Week: What You Should Know

Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Oct 9, 2026

4 Semiconductor Stocks to Grab as Sales Hit $1 Trillion for First Time

Semiconductor sales top $1 trillion, spotlighting TSM, ADI, NVDA and MTSI as AI investment fuels industry growth.

Zacks Investment Research • Oct 7, 2026

Macom Technology: Why This AI, Optical Networking Firm Eyes A Potential Buy Point

Fund ownership of this Massachusetts tech firm is strong and growing.

Investors Business Daily • Oct 6, 2026

These 3 Red-Hot Stocks Have Benefited From AI Tailwinds

Taiwan Semiconductor Manufacturing (TSM), Entegris (ENTG), and MACOM Technology Solutions (MTSI) have all posted notable gains over the last month, with AI-related demand continuing to provide a strong industry-wide tailwind.

Zacks Investment Research • Oct 6, 2026

Semiconductors Winners And Losers At The Start Of Q4 2026

Q2 2026 gave rise to the possibility of a blow-off top, and Q3 2026 strengthened that possibility, but it is too early to declare the bull market is over. Q3 2026 was not a good one for semis, but there are several reasons why it is premature to use it to draw conclusions as they pertain to upcoming quarters. Semis benefit from AI, but there are increasing signs leading to AI companies being under increased financial pressure, although there are potential remedies available.

Seeking Alpha • Oct 5, 2026

MACOM to Showcase RF and Microwave Products and Technologies at European Microwave Week

LOWELL, Mass., Sept. 29, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor solutions, will exhibit at the upcoming European Microwave Week (EuMW) from October 6 - 8, 2026, in London, England.

GlobeNewsWire • Sep 29, 2026

5 Top-Ranked High-Efficiency Stocks With Strong Profit Potential

Five stocks stand out for high efficiency, with strong receivables, asset, inventory and operating margin metrics.

Zacks Investment Research • Sep 23, 2026