Brown Advisory released its “Brown Advisory Mid-Cap Growth Strategy” Q2 2025 investor letter, underperforming the Russell Midcap® Growth Index. High tariff levels caused a spike in the Volatility Index but were partially rolled back, leading to strong gains. Check the fund’s top five holdings for insights into its 2025 picks.

Cloudflare, Inc. (NYSE:NET) was highlighted in Brown Advisory’s Q2 2025 letter, with a one-month return of 7.71% and 183.71% gain over 52 weeks. On September 08, 2025, NET stock closed at $217.92 per share, with a market cap of $75.941 billion. Cloudflare is a cloud services provider with significant growth potential.

Cloudflare, Inc. (NYSE:NET) has positioned itself well in the cybersecurity industry, leveraging its global Content Delivery Network (CDN) and introducing new product initiatives like ‘Workers.’ Brown Advisory sees growth potential in Cloudflare’s core businesses and expects it to benefit from the rise of AI and modern application development.

Read more at Yahoo Finance: Here’s What Makes Cloudflare (NET) an Attractive Investment