Letters by company

Arcosa, Inc.

1 letter discussing ACA. Everything written about it on this site is on its ticker page.

Royce Investment Partners Royce Small-Cap Fund Manager Commentary Royce Small-Cap Fund favored semiconductor and infrastructure suppliers including Element Solutions, Onto Innovation, MKS, Ultra Clean Holdings, and Arcosa. It exited PAR Technology, ADMA Biologics, Kyndryl Holdings, and TransMedics after deteriorating theses, while adding to Maximus on what it viewed as an attractive valuation. year-to-date period ended 6/30/26 +23.8% ACA $7.1BADMA $2.3BESI $8.5BKD $2.8B