Diamond Hill Capital released its Small-Mid Cap Fund Q2 2025 investor letter, reporting a 5.60% (gross) and 5.37% (net) return compared to the Russell 2500 Index’s 8.59%. Top picks include WESCO International, Inc. (NYSE:WCC) with a one-month return of 2.73% and a market capitalization of $9.905 billion.

In the investor letter, Diamond Hill praised WESCO International, Inc. (NYSE:WCC) for its solid demand environment, especially among data center customers. The company’s significant scale advantage and ability to capture market share and improve margins position it well for long-term growth amidst secular tailwinds.

Despite being held by 51 hedge fund portfolios in Q1, WESCO International, Inc. (NYSE:WCC) is not among the 30 most popular stocks. While the company shows potential, some AI stocks may offer greater upside potential. Third Avenue Real Estate Value Fund increased its investment in WESCO International, Inc. (NYSE:WCC) in Q2 2025.

Read more at Yahoo Finance: WESCO International (WCC) Surged Amid a Solid Demand Environment