American Century Investments released its Q3 2025 investor letter for the Small Cap Value Fund, highlighting equities’ strong rise and the US Federal Reserve’s interest rate cut. The fund’s investor class returned 4.69% in the quarter. Check the top five holdings for best picks in 2025.

In the Q3 2025 letter, American Century Investments Small Cap Value Fund emphasized stocks like Axcelis Technologies, Inc. (NASDAQ:ACLS), a semiconductor equipment company. ACLS shares closed at $86.12 on Jan 2, with a market cap of $2.67 billion. The one-month return was -5.51%, with a 15.67% increase over the last 52 weeks.

Axcelis Technologies, Inc. (ACLS) stock performed well in Q3 2025, benefiting from improved semiconductor sentiment and generating better-than-expected profits. The semiconductor capital equipment company’s stock was underperforming but has picked up, showing signs of stability and demand.

Axcelis Technologies, Inc. (ACLS) is not among the 30 Most Popular Stocks Among Hedge Funds, but it reported strong performance in Q3 2025, exceeding revenue and earnings expectations. While ACLS has investment potential, some AI stocks offer higher upside with less risk. Consider exploring the best short-term AI stock for significant benefits from Trump-era tariffs and onshoring trends.

Read more at Yahoo Finance: Axcelis Technologies (ACLS) Rebounded in Q3