Artisan Partners released its third-quarter 2025 investor letter, reporting double-digit YTD gains in global equities. The Artisan Small Cap Fund saw returns of 8.69% for Investor Class, 8.75% for Advisor Class, and 8.73% for Institutional Class, compared to 12.19% for the Russell 2000 Growth Index. Check the fund’s top 5 holdings for 2025 picks.

Modine Manufacturing Company (NYSE:MOD) was highlighted in Artisan Small Cap Fund’s third-quarter 2025 investor letter. The stock offers thermal management products, with a one-month return of -16.30% and a share price of $132.02 on November 14, 2025. Modine Manufacturing Company has a market capitalization of $6.951 billion.

Artisan Small Cap Fund praised Modine Manufacturing Company in its investor letter, noting strong growth driven by hyperscale customer business and expansion into new product lines. The company has raised revenue expectations due to increased demand in the US and Southeast Asia, particularly in data center cooling solutions.

Modine Manufacturing Company (NYSE:MOD) is not among the 30 Most Popular Stocks Among Hedge Funds, with 49 hedge fund portfolios holding the stock at the end of the second quarter. The company’s sales increased by 12% in the second quarter of 2026, primarily from Climate Solutions revenue growth. While Modine Manufacturing Company shows potential, certain AI stocks offer greater upside potential and less downside risk.

Read more at Yahoo Finance: Modine Manufacturing Company (MOD) Surged on Increased Demand