LongMODJun 2026
Modine
Baird initiated a position in Modine as another way to maintain exposure to AI-related industrial spending. The investment team believes investors are underestimating how long…
Robert W. Baird & Co. Incorporated
Small- and mid-cap growth equity strategy focused on high-quality companies with durable competitive advantages, attractive long-term growth opportunities, and management teams capable of creating value across changing market environments.11 published ideas
Baird Small/Mid Cap Growth Equity invests primarily in small- and mid-cap growth companies that hold leadership positions within their industries. The investment team emphasizes fundamental company research, business quality, durable competitive advantages, long-term growth opportunities, and improving the portfolio's overall risk-return profile. The strategy is managed by Baird Equity Asset Management, a division of Robert W. Baird & Co. Incorporated.
Ideas from Robert W. Baird & Co. Incorporated
LongGNRCJun 2026
Generac
Baird purchased Generac because it expects structural growth in demand for resilient power infrastructure. AI data centers and semiconductor fabs require increasingly reliable…
LongMDAJun 2026
MDA Space
Baird purchased MDA Space because it believes the company is positioned to benefit from a structural expansion in the space economy. Dramatically lower launch costs enabled by…
LongASNDJun 2026
Ascendis Pharma
Baird initiated a position in Ascendis Pharma as part of an increase in exposure to commercial-stage therapeutics companies with promising growth potential. The company's…
LongAXSMJun 2026
Axsome Therapeutics
Baird initiated a position in Axsome Therapeutics as one of three commercial-stage therapeutics companies added during the quarter. Axsome already has multiple marketed products…
LongALKSJun 2026
Alkermes
Baird initiated a position in Alkermes as part of its increased exposure to commercial-stage therapeutics. The company is one of only a few businesses with a leading product in…
LongOLLIJun 2026
Ollie's Bargain Outlet
Baird re-established a position in Ollie's Bargain Outlet during the quarter. The investment team expects new merchandising leadership to improve execution and operating…
LongCROXJun 2026
Crocs
Baird initiated a position in Crocs because it sees an attractive opportunity as the company's revenue growth outlook improves. The investment team expects improving revenue…
LongAGYSJun 2026
Agilysys
Baird initiated a position in Agilysys while increasing exposure to software. The company provides mission-critical cloud software to hotels, resorts, casinos, cruise lines, and…
LongCTRIJun 2026
Centuri
Baird purchased Centuri because it believes the market is underestimating the company's growth potential. Its record backlog suggests earnings growth could come in well above…
LongAAONJun 2026
AAON
Baird initiated a position in AAON to maintain exposure to industrial companies benefiting from AI infrastructure spending. The investment team believes the market is…
Letters covered
- Q2 2026 Commentary and Market OutlookJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.