Artisan Partners released its third-quarter 2025 investor letter, showing strong global equity market performance. The Artisan Mid Cap Fund posted returns of 8.80% for various classes, outperforming the Russell Midcap Growth Index. Top holdings in the health care sector contributed to the fund’s success. Check out the fund’s top five holdings for 2025 picks.

RBC Bearings Incorporated (NYSE: RBC) was highlighted in Artisan Mid Cap Fund’s investor letter. The Connecticut-based company manufactures precision bearings and components. With a one-month return of 1.10% and shares gaining 32.13% over 52 weeks, RBC Bearings Incorporated closed at $383.98 per share on October 14, 2025, with a market cap of $12.119 billion.

Artisan Mid Cap Fund added to its position in RBC Bearings Incorporated, emphasizing the company’s specialty products and strong position in customer supply chains. The company’s strategy, strong backlog, and successful acquisitions indicate growth potential, particularly in the aerospace industry. RBC Bearings is poised to benefit from increased aircraft production and aftermarket demand.

While RBC Bearings Incorporated is not among the 30 most popular stocks among hedge funds, it remains a strong investment option. 26 hedge fund portfolios held RBC Bearings Incorporated at the end of the second quarter. However, investors may find greater upside potential and less downside risk in certain AI stocks. Consider exploring undervalued AI stocks that could benefit from current economic trends for potential investment opportunities.

Read more at Yahoo Finance: What Makes RBC Bearings (RBC) a Good Investment?