Carillon Tower Advisers released its “Carillon Eagle Mid Cap Growth Fund” third-quarter 2025 investor letter, highlighting continued market rally fueled by AI, limited inflationary effects from tariffs, and expectations for further interest rate cuts. Mid-cap stocks maintained positive gains, with the Russell Midcap Growth Index underperforming the Value Index. Detailed views on key sectors were shared in the letter, along with the fund’s top 5 holdings for 2025.

In its third-quarter 2025 investor letter, Carillon Eagle Mid Cap Growth Fund spotlighted DexCom, Inc. (NASDAQ:DXCM), a medical device company specializing in continuous glucose monitoring systems. DexCom, Inc. (NASDAQ:DXCM) experienced a one-month return of -10.14% and a 20.18% decrease in share value over the last 52 weeks, closing at $62.21 per share on November 24, 2025.

Carillon Eagle Mid Cap Growth Fund addressed DexCom, Inc. (NASDAQ:DXCM) in its third quarter 2025 investor letter, noting the company’s history in developing continuous glucose monitoring systems and recent concerns over accuracy issues with its latest G7 monitor. The impact of these issues on market share remains uncertain.

DexCom, Inc. (NASDAQ:DXCM) was not among the 30 most popular stocks among hedge funds in 2024, with 60 hedge fund portfolios holding shares at the end of the second quarter of 2025. The company reported global revenue of $1.21 billion in the third quarter of 2025, compared to $994 million in the same period in 2024. While acknowledging DexCom, Inc. (NASDAQ:DXCM) as a potential investment, some AI stocks are seen as offering greater upside potential and less downside risk.

Read more at Yahoo Finance: Carillon Eagle Mid Cap Growth Fund’s Views on Dexcom (DXCM)