TOP 15 SMALL CAPS— Contin. Selling by MF (Jan–May 2026) Indiamart Intermesh NBCC eClerx Serv. Lemon Tree Craftsman Kirloskar Oil Eng Tata Elxsi Crompton Greav. Granules Ind. Vardhman Text. ZF Commercial Vehicle Ctrl Sundram Fasteners Inox Wind Firstsource Sol. Exide Ind.

The Rahul Dravid of Small Cap Funds! HDFC SMALL CAP FUND 10,000/m SIP for 10 years compounded at 18% CAGR 12,00,000 RUPEES IS NOW 31,04,000 RUPEES From April 2008: 18 years 21,60,000 rupees is now 1,20,76,000 rupees. 21.6 lk is now 1.20 cr NAV: `152/unit AUM: `38,168 cr. Launch: APR 2008 Return since Launch 15.3% CAGR No. of Stocks: 84 Top 10 stocks as %-age of AUM: 27% Top 5 stocks as %-age of AUM: 16% Portfolio P/B: 2.8 Portfolio P/E: 21.6 Top Equity Holdings: ASTERDM, BANKBARODA, FIRSTSOURCE, GABRIEL, ECLERX, ERISLIFE FORTIS, GESHIP, INDIANBANK, KIMS High-growth potential stocks like these can significantly boost long-term wealth, acting as a powerful engine for your financial future. Ready to find the right one? Join me for my new Small Cap 🧢 series where we break down India’s top-performing small-cap funds! 📈🚀 Follow me on here on Instagram and Subscribe to my YouTube channel: @TheShailBhatnagarShow #SmallCapInvesting #MutualFundsIndia #StockMarketIndia #FinancialFreedom @hdfcmf @ICICIPruMF @SBIMF @KotakMF @NipponIndiaMF @dhirendra_vr @360ONEWealth @360ONEAsset @abslmf @AngelOne @AxisMutualFund @Bajaj_Finserv @bandhanmutual @CanaraRobeco @bankofindia_mf @barodabnppmf @capitalmind_in @unificapital @dspmf @EdelweissMF @FTI_India @_groww @heliosMF @HSBCMutualFund @mahindramc @invescoindia @itimutualfund @JMMutualFund @licmutual @MotilalOswalAM @navimutualfund @PGIM_IndiaMF @quantmutual @samcomf @ShriramAMC @TataMutualFund @SundaramMF @TrustMutualFund @UTIMF @whiteoakMF @ZerodhaAMC @szarabi @business_today

#HDFC SmallCap Portfolio Update (May 2026) 📊 #FinAlpha1Pager The HDFC Small Cap fund has released its latest portfolio for May 2026, tracking a total of 83 stocks as its net equity exposure was marginally calibrated to 89.9%. Let's dive in. 🧐 🟢 0 Fresh Buys (None) 🔴 1 Full Exits 📉 (Greenlam Industries Ltd.) 📈 23 Increase in Holdings (Accumulating: Firstsource Solutions Ltd, Vijaya Diagnostic Centre Ltd., Lg Balakrishnan & Bros Ltd., Voltamp Transformers Ltd., Akzonobel India Ltd. etc) 📉 4 Decrease in Holdings (Includes trimming in: Aster Dm Healthcare Ltd, The Great Eastern Shipping Com.., Power Mech Projects Ltd., Eris Lifesciences Ltd.) ⏸️ 56 Companies - No Change (Held steady on core positions: Sharda Cropchem Ltd, Krishna Institute Of Medical S.., Nrb Bearings Ltd., Gabriel India Ltd., Bajaj Electricals Ltd. etc) Detailed breakdown and FinAlpha 1-Pager attached. 📄 #HdfcMutualFund #SmallCap #MutualFunds #StockMarket #FinAlpha

The most exclusive room at Tech Week wasn't a room. We hosted our first sunset sail during NY Tech Week. On board: leaders from BNP Paribas, Accenture, JPMC, Mercedes-Benz, Netflix, iHeartRadio, KPMG, Firstsource, Mastercard, Intel, GlobalLogic, Deloitte, Citadel Securities, Barclays, and PwC. Turns out, the best conversations and the best networking happen where the crowd isn't. It went so well, we're making it a monthly ritual. Want in on the next one? Drop a comment! #LyzrAI #EnterpriseAI

#CanaraRobeco Small Cap Portfolio Update (May 2026) 📊 #FinAlpha1Pager The Canara Robeco Small Cap fund has rolled out its latest portfolio adjustments for May 2026, managing a total of 85 active stock positions as its net equity allocation was calibrated to 95.5%. Let's dive in. 🧐 🟢 1 Fresh Buys (Aditya Vision Ltd) 🔴 3 Full Exits 📉 (The Great Eastern Shipping Com.., Carborundum Universal Ltd, Vedant Fashions Ltd) 📈 11 Increase in Holdings (Accumulating: Gland Pharma Ltd, Firstsource Solutions Ltd, Navin Fluorine International Ltd, Mold-Tek Packaging Ltd., V-Mart Retail Ltd etc) 📉 9 Decrease in Holdings (Includes trimming in: Kei Industries Ltd, Computer Age Management Servic.., Multi Commodity Exchange Of In.., Suven Pharmaceuticals Ltd., Triveni Turbine Ltd etc) ⏸️ 64 Companies - No Change (Held steady on core positions: Aditya Birla Real Estate Ltd, Blue Star Ltd, Metropolis Healthcare Ltd, Amber Enterprises India Limited, Jyothy Labs Ltd etc) Detailed breakdown and FinAlpha 1-Pager attached. 📄 #CanaraRobecoMutualFund #SmallCap #MutualFunds #StockMarket #FinAlpha

Firstsource is proud to be recognized among the 2026 Australasian Inspiring Workplaces Top 40. 🏆 #WeMakeItHappen #LifeAtFirstsource #InspiringWorkplaces #UncommonCareers

Bull of the Day: Five Below $FIVE • Strong growth, raised guidance, and a Zacks Rank #1 (Strong Buy) following a quarter that saw revenue climb 32% and EPS jump 160%. Bear of the Day: Builders FirstSource $BLDR • Shares are down nearly 30% in 2026 amid earnings misses, margin pressure, and a Zacks Rank #5 (Strong Sell).

Jeff McElhinney of Point of Rocks, MD recently marked an incredible milestone with Builders FirstSource. To honor 40 years, his leadership team - close colleagues and longtime friends - celebrated together by doing something Jeff loves: hitting the golf course. ⛳

I asked Chat GPT to list every publicly traded domestic company that outperformed $VOO over the last 5 years, and Chat said: "There are too many". So then I asked Chat for just 300 of them instead, and here is what Chat gave me. Dates were June 2021–June 2026. Not trade recommendations, just perspective for those who have been led to believe you can't beat the index. NVIDIA Broadcom Arista Networks Palantir Technologies Super Micro Computer AppLovin Micron Technology Western Digital Seagate Technology Dell Technologies Cadence Design Systems Synopsys KLA Applied Materials Lam Research Monolithic Power Systems Advanced Micro Devices Coherent Lumentum Holdings Ciena CrowdStrike ServiceNow Datadog MongoDB Fortinet Palo Alto Networks Cloudflare Zscaler Snowflake GitLab HubSpot Trade Desk Confluent Monday Elastic Pure Storage Marvell Technology Teradyne Keysight Technologies F5 Juniper Networks Tyler Technologies Fair Isaac Gartner VeriSign Autodesk Intuit Microsoft Meta Platforms Netflix Alphabet Oracle Amazon Apple Shopify Roblox Duolingo Qualcomm ON Semiconductor Corning Akamai Technologies Broadridge Financial Workday Cadence Bank Synovus Financial UiPath Samsara Astera Labs Rambus Silicon Laboratories MACOM Technology Solutions Credo Technology Fabrinet Sanmina Plexus KKR Apollo Global Management Blackstone Ares Management Interactive Brokers Robinhood Markets Visa Mastercard JPMorgan Chase Goldman Sachs Morgan Stanley Progressive CME Group Tradeweb Markets S&P Global Moody's MSCI Arthur J. Gallagher Brown & Brown Ryan Specialty Eli Lilly McKesson Cardinal Health Cencora Intuitive Surgical Vertex Pharmaceuticals Boston Scientific DexCom ResMed IDEXX Laboratories AbbVie UnitedHealth Group Stryker West Pharmaceutical Services Insulet Medpace Holdings Neurocrine Biosciences HCA Healthcare Tenet Healthcare Costco Wholesale Chipotle Mexican Grill O'Reilly Automotive AutoZone Booking Holdings Royal Caribbean Group Carvana TJX Companies Ross Stores Lululemon Athletica Walmart Home Depot Tractor Supply Wingstop Dutch Bros Cava Group Domino's Pizza Marriott International Hilton Worldwide Hyatt Hotels Deckers Outdoor Crocs Abercrombie & Fitch Skechers Tapestry Ralph Lauren Sprouts Farmers Market Ollie's Bargain Outlet Burlington Stores Five Below Floor & Decor American Tower Equinix Digital Realty Trust Prologis Welltower Public Storage Extra Space Storage Realty Income VICI Properties SBA Communications Vistra Constellation Energy Targa Resources Cheniere Energy Diamondback Energy EOG Resources ConocoPhillips Exxon Mobil Chevron Williams Companies Kinder Morgan ONEOK Hess Devon Energy Coterra Energy Marathon Oil EQT Matador Resources Permian Resources Expand Energy Nucor Steel Dynamics Reliance Steel & Aluminum Commercial Metals Freeport-McMoRan Southern Copper MP Materials Linde Air Products and Chemicals Sherwin-Williams RPM International Westlake CF Industries Mosaic Albemarle First Solar BWX Technologies Centrus Energy Cameco Uranium Energy Energy Fuels NRG Energy NextEra Energy Atmos Energy WEC Energy Group Evergy American Electric Power CMS Energy Essential Utilities American Water Works Brookfield Renewable Clearway Energy PPL Corporation Duke Energy Xcel Energy Entergy Pinnacle West Capital CenterPoint Energy Eversource Energy Southern Company NiSource Black Hills Corporation Avista IDACORP Portland General Electric OGE Energy New Jersey Resources National Fuel Gas DT Midstream Antero Resources Comfort Systems USA EMCOR Group Quanta Services Howmet Aerospace GE Vernova GE Aerospace TransDigm Group Sterling Infrastructure Builders FirstSource Eaton Hubbell Parker-Hannifin Trane Technologies Caterpillar Deere & Company Old Dominion Freight Line Saia J.B. Hunt Transport Services XPO Wabtec Rockwell Automation Jabil Modine Manufacturing Curtiss-Wright Crane Company Axon Enterprise HEICO Woodward Ametek Veralto Carlisle Companies Pentair Illinois Tool Works Fastenal Graco Ingersoll Rand Jacobs Solutions Martin Marietta Materials Vulcan Materials NVR Lennar PulteGroup Toll Brothers TopBuild Installed Building Products Simpson Manufacturing MasTec APi Group Fluor Primoris Services Dycom Industries Valmont Industries Armstrong World Industries Gibraltar Industries Oshkosh Generac CACI International Leidos Booz Allen Hamilton EMCOR Federal Signal ESAB IES Holdings Limbach Holdings Powell Industries FTAI Aviation TransMedics Group United Rentals Copart RB Global WillScot Holdings Herc Holdings Applied Industrial Technologies Watsco Lincoln Electric

There is so much potential for innovation in this space.

Kids are turning to AI for therapy. That changes the responsible AI conversation entirely. Sudha Bhat (SVP, @firstsource) x Mathangi Sri (CEO, @YuverseAI) on the guardrails we can't afford to skip. 🎙️ Full episode on YouTube. 👇 #WomenShapingAI #ResponsibleAI #WomenInTech

[K-금융기상일보] 뉴욕증시 혼조, 빅테크 차익실현 및 중소형주 순환매 전이. 시스템 현재 한국 표준시(KST): 2026-06-10 07:10:37 KST 확인 완료. ### Fact check ━━━━━━━━━━━━━━━━━━━ • 나스닥 종합 : -0.97% • 필라델피아 반도체(SOX) : -1.93% • S&P 500 : -0.34% • 다우존스 : 0.17% • 러셀 2000 : 0.35% • VIX : 19.87 ( 5.02%) • 비트코인(BTC) : 61,718.00 USD (-3.22%) • 미 10년 국채금리 : 4.521% (-0.18%) • 특징주(상승) : JM Smucker( 10.44%), Amphenol( 7.25%), Builders FirstSource( 6.04%) • 특징주(하락) : Lumentum(-8.23%), Super Micro(-7.66%), Apple(-3.64%), Nvidia(-0.22%) ### INFERENCE & ANALYSIS ━━━━━━━━━━━━━━━━━━━ • **자본 로테이션 고착**: 메가캡 AI 및 테크 섹터의 차익실현 매물이 이탈, 중소형주(러셀 2000) 및 방어 소비재로 이동하는 자본 재배치(Great Rotation). • **고베타 자산 압력 전이**: 반도체 조정 압력이 비트코인 등 위험자산 전반으로 전이. 단, 실적 및 내수 방어 성격의 종목(Amphenol, JM Smucker)으로 자본 쏠림이 뚜렷하게 관측됨. Strategic Watchpoint: 메가캡과 중소형주 간의 수익률 격차를 정밀 스캔필요. 기술주 단기 과매도에 따른 반등과 추가 하락 리스크가 공존하는 구간입니다. 변동성(VIX) 추이를 추적하며, 전체 자금 중 주식 보유 비중을 최대 40%까지만 허용하는 리스크 관리 원칙 (현금 비중 60% 유지)을 엄격히 고수하십시오. ※ 본 브리핑은 OMEGA800 Microstructure Risk Radar Engine 특허 기반으로 생성되었습니다. #K금융기상일보 #오메가800 #미증시마감 #자본로테이션 #RiskRadar

Homebuilding Stocks Rise as Existing Home Sales Beat Expectations stockjabber.com/news/homebui… • Home construction and housing-related stocks moved higher after existing home sales increased 3.2% in May to an annualized rate of 4.17 million units. • The stronger-than-expected housing data boosted investor confidence in residential construction and home improvement demand. • The iShares U.S. Home Construction ETF gained nearly 3%, reflecting broad strength across the homebuilding sector. • Toll Brothers and Builders FirstSource each advanced almost 4% as investors reacted positively to improving housing market activity. • Floor & Décor climbed 5%, highlighting optimism that stronger home sales could support increased spending on renovation, remodeling, and home improvement projects. Explore Category stockjabber.com/category/Hom… $ITB $TOL $BLDR $FND $DHI

📈 Top 5 daily gainers · Jun 09, 2026 1. SJM · J.M. Smucker Company (T… 11.21% 2. POOL · Pool Corporation 6.38% 3. ARE · Alexandria Real Estate… 5.12% 4. BLDR · Builders FirstSource 4.29% 5. CT=F · Coton 3.88% onepierre.com/trends #stocks #markets

#Trust Small Cap Portfolio Update (May 2026) 📊 #FinAlpha1Pager @theMihirV 's latest smallcap portfolio out with 69 stocks held in May 2026. Let's dive in. 🧐 🟢 9 Fresh Buys (Rr Kabel Ltd., Avalon Technologies Ltd., Senores Pharmaceuticals Limited, Hindustan Copper Limited, Arvind Limited etc) 🔴 8 Full Exits 📉 (Data Patterns (India) Ltd., Central Depository Services (I.., Bharat Electronics Ltd, Narayana Hrudayalaya Ltd., Black Buck Ltd etc) 📈 28 Increase in Holdings (Accumulating: Coforge Ltd, Neuland Laboratories Ltd, Firstsource Solutions Ltd, Onesource Specialty Pharma Lim.., Persistent Systems Ltd etc) 📉 17 Decrease in Holdings (Includes trimming in: Ccl Products (India) Ltd, Sharda Cropchem Ltd, City Union Bank Ltd, Karur Vysya Bank Ltd, Welspun Corp Limited etc) ⏸️ 15 Companies - No Change (Held steady on core positions: Navin Fluorine International Ltd., Aster Dm Healthcare Ltd etc) Detailed breakdown and FinAlpha 1-Pager attached. 📄 #TrustMutualFund #SmallCap #MutualFunds #StockMarket #FinAlpha

This happened in Hawaii. HMSA the biggest insurance outsourced to Firstsource, 285 people lost their jobs and those jobs were given to them.

Firstsource and AppliedAI Report Real-World Results from Strategic Partnership 𝐊𝐧𝐨𝐰 𝐌𝐨𝐫𝐞👇 smartsolutionsworld.com/firs… @firstsource #Firstsource #SmartSolutionsWorld

📊 Sensex Today | Market Update Top losers at this hour. . Wipro: 184.00 ( - 7.25%) Firstsource: 253.30 ( - 5.49%) Orient Refractories: 378.30 ( - 5.34%) Sterlite Tech: 588.30 ( - 5.00%) Rajesh Exports: 93.80 ( - 5.00%) #StockMarketIndia #Nifty50

🏈 That’s a wrap on Year 2 of the K-6th Grade Temple Wildcat Football Camp! Temple kids SHOW UP! Thank you to our sponsors for helping make another great camp possible: • Builders FirstSource • Perry Homes • Baird Crews • Temple Wildcat Quarterback Club #WTD