Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. Technology dominated the landscape, powered by increasing AI adoption, while industrials benefited from strong capital expenditure. Small-cap and growth stocks outperformed; investors grew selective amid concerns about returns, competition, and regulation. The Fund outperformed the Index, benefitting from stock selection in energy, consumer discretionary, and health care sectors. Overall market performance could become more volatile due to rising costs and increased supply from IPOs and secondary issuances. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Voya MI Dynamic Small Cap Fund highlighted TTM Technologies, Inc. (NASDAQ:TTMI), a US-based global manufacturer of mission systems, radio frequency (RF) components, RF microwave/microelectronic ******* emblies, and printed circuit boards (PCBs). Accounting for 1.39% of the portfolio, TTM Technologies, Inc. (NASDAQ:TTMI) contributed to the Fund's performance during the quarter. On August 14, 2026, TTM Technologies, Inc. (NASDAQ:TTMI) closed at $140.00 per share, reflecting a market capitalization of $14.75 billion. TTM Technologies, Inc. (NASDAQ:TTMI) posted a one‑month return of 5.13%, while its shares gained 234.77% over the past 52 weeks."
Voya MI Dynamic Small Cap Fund stated the following regarding TTM Technologies, Inc. (NASDAQ:TTMI) in its Q2 2026 investor letter:
"The overweight position in TTM Technologies, Inc. (NASDAQ:TTMI), a manufacturer of advanced printed circuit boards, had a positive impact on performance and was primarily driven by risk management reasons. Shares advanced on strong quarterly results and guidance as the company benefited from accelerating AI data-center and defense demand for high-performance computing hardware."
TTM Technologies, Inc. (NASDAQ:TTMI) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 64 hedge fund portfolios held TTM Technologies, Inc. (NASDAQ:TTMI) at the end of the first quarter which was 54 in the previous quarter. While we acknowledge the potential of TTM Technologies, Inc. (NASDAQ:TTMI) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted TTM Technologies, Inc. (NASDAQ:TTMI) as a new addition. TTM Technologies, Inc. (NASDAQ:TTMI) manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic ******* emblies, and printed circuit boards (PCBs) and substrates in the United States and internationally. On August 7, 2026, TTM Technologies, Inc. (NASDAQ:TTMI) closed at $137.21 per share. One-month return of TTM Technologies, Inc. (NASDAQ:TTMI) was -0.64% and its shares gained 207.58% over the past 52 weeks. TTM Technologies, Inc. (NASDAQ:TTMI) has a market capitalization of $14.45 billion.
Sands Capital Technology Innovators Fund stated the following regarding TTM Technologies, Inc. (NASDAQ:TTMI) in its Q2 2026 investor letter:
"TTM Technologies, Inc. (NASDAQ:TTMI) is a leading Western manufacturer of highly complex printed circuit boards (PCBs) and integrated electronic subsystems. We believe the company is positioned at the intersection of AI data center growth and defense modernization. TTM is 75 percent sole sourced in U.S. aerospace and defense projects due to lack of domestic competitors and is already booking revenue from Golden Dome. As AI infrastructure evolves to support advanced accelerators, networking equipment, and custom compute architectures, boards require more layers, higher performance, and greater manufacturing precision, creating meaningful pricing uplift versus commoditized PCBs. We believe TTM's exposure to AI accelerator boards, networking, and defense demand can support durable earnings growth and improving qual

TTM Technologies Inc. (NASDAQ:TTMI) is one of the best large cap stocks to buy according to ***** ysts. On June 17, TTM Technologies announced that its Mini-Xinger RF product portfolio has achieved AEC-Q200 qualification. This milestone validates the product line's conformance to the highest industry standards for passive component reliability, specifically tailored for automotive and high-reliability applications.
The AEC-Q200 accreditation confirms that these components meet rigorous requirements for stress testing, including temperature cycling, mechanical shock, vibration, and humidity. By passing these tests, the Mini-Xinger series demonstrates consistent, long-term performance necessary for operating in the most demanding environments.
Posonskyi Andrey/Shutterstock.com
Long recognized for its role in satellite navigation and automotive telecommunications, the Xinger brand is increasingly utilized in commercial ***** e applications where thermal stability is essential. This qualification provides customers in these critical markets with ***** urance regarding the performance and durability of TTM Technologies Inc.'s (NASDAQ:TTMI) specialized RF components.
TTM Technologies Inc. (NASDAQ:TTMI) is a US-based global manufacturer of advanced printed circuit boards (PCBs), RF components, and microelectronic ***** emblies serving aerospace, defense, automotive, data center, medical, and industrial markets.

Your small-cap ETF had a great year, but a surprisingly small number of its holdings did the heavy lifting.
The iShares Russell 2000 ETF (IWM) delivered a +42.1% return over the past year, but that gain wasn't earned evenly. In fact, the five biggest contributors produced about 55% of the combined gains from the holdings measured, showing how a few key stocks can power a fund that looks broadly diversified on paper.
When you own an index fund, you own the math. And the math of the past year shows that your return was disproportionately influenced by a handful of standout performers.
The Engine Room: A Holding Did The Work Of Many
The single biggest contributor to the fund's return was Bloom Energy (BE). While it makes up just 1.8% of the fund, the stock returned stunningly over 1,000% the past year. A performance like that from even a small holding can have an outsized impact on the entire fund's result. The next largest lift came from TTM Technologies (TTMI), which returned +437% from a smaller 0.6% position in the fund.

Dow Jones futures rose Sunday evening, along with S&P 500 futures and Nasdaq futures, while oil prices dived. President Donald Trump said that a U.S.-Iran deal has been reached. The Federal Reserve will hold its first meeting under new Chairman Kevin Warsh on June 16-17.
The stock market had a wild week amid AI sentiment shifts, the ******* eX IPO and Iran news. The S&P 500 and Nasdaq composite tumbled to key support before rebounding for modest gains. The Dow Jones had a solid week while the small-cap Russell 2000 surged to a new high. Crude oil prices plunged, while Treasury yields fell sharply.
SpaceX (SPCX) jumped in Friday's debut after pricing its record IPO at $135 a share on Thursday. Investors should watch SPCX but show patience.
Viavi (VIAV), Quanta Services (PWR), TTM Technologies (TTMI), Howmet Aerospace (HWM) and Comfort Systems (FIX) all are flashing similar buy signals.
Comfort Systems stock is on Leaderboard. TTMI stock is on SwingTrader.