Scout Investments, Inc., released the “Carillon Scout Mid Cap Fund” second quarter 2025 investor letter, highlighting positive returns despite a sharp sell-off in April. The delay in collecting tariffs allowed for better negotiation terms. Check the fund’s top five holdings for insights on their best picks in 2025.

Carillon Scout Mid Cap Fund emphasized Quanta Services, Inc. (NYSE:PWR) in its second-quarter 2025 investor letter. Quanta Services provides infrastructure solutions for various industries. Quanta Services stock had a one-month return of -4.62% and gained 49.37% over the last 52 weeks, closing at $373.47 per share on September 09, 2025.

In the investor letter, Carillon Scout Mid Cap Fund noted Quanta Services’ role in infrastructure solutions for energy developers and utilities. The company is securing new business related to AI power infrastructure and renewable energy projects, along with supporting electric vehicle growth. Large transmission projects are expected to drive revenue growth in the future.

Quanta Services, Inc. (NYSE:PWR) was not among the 30 most popular stocks held by hedge funds in the second quarter of 2025. However, 80 hedge fund portfolios included Quanta Services, Inc. (NYSE:PWR), up from 75 in the previous quarter. The company reported strong financial results in Q2 2025, but certain AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: Do You Believe in Quanta Services’ (PWR) Emerging Revenue Streams?