Carillon Tower Advisers released its third-quarter 2025 investor letter, noting the market rally fueled by AI acceleration, reduced inflationary impacts, and potential interest rate cuts. Small-cap stocks followed suit, with the Russell 2000 Growth Index up 12.19%. Check the fund’s top five holdings for insights into its 2025 picks.

In Q3 2025, Carillon Eagle Small Cap Growth Fund highlighted Powell Industries, Inc. (NASDAQ:POWL), with a one-month return of 26.07% and a 47.02% gain over 52 weeks. On October 28, 2025, POWL stock closed at $384.26 per share, with a market cap of $4.637 billion.

Carillon Eagle Small Cap Growth Fund praised Powell Industries, Inc. (NASDAQ:POWL) in its Q3 2025 letter for its equipment and systems for electrical energy distribution and control. The company’s strong performance was attributed to its solutions in the utility end market and customizable switchgear offerings, with potential growth from data center exposure.

Powell Industries, Inc. (NASDAQ:POWL) is not among the 30 most popular stocks among hedge funds, with 27 portfolios holding it at the end of Q2 2025. The company reported $286 million in revenue for Q3 2025, slightly down from the previous year. While a potential investment, some AI stocks may offer greater upside and lower risk.

Read more at Yahoo Finance: Powell Industries (POWL) Rallied on an Improved, Robust Outlook