Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly during the quarter as concerns over economic growth, trade policy, and the durability of AI investment eased, helping SMID-cap growth stocks deliver one of their strongest quarterly performances in the past 25 years. The firm highlighted that continued investment by hyperscalers and enterprise customers reinforced confidence in the AI infrastructure cycle, while growing electricity demand supported opportunities across power generation, grid infrastructure, and electrification. Aerospace and defense modernization also remained key long-term secular growth themes. In addition, please check the Strategy’s top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Polen 5Perspectives Small-Mid Growth Strategy highlighted BWX Technologies, Inc. (NYSE:BWXT). BWX Technologies, Inc. (NYSE:BWXT) manufactures and sells nuclear components in the United States and internationally. On July 21,2026, BWX Technologies, Inc. (NYSE:BWXT) closed at $173.09 per share. One-month return of BWX Technologies, Inc. (NYSE:BWXT) was -14.21% and its shares gained 22.02% over the past 52 weeks. BWX Technologies, Inc. (NYSE:BWXT) has a market capitalization of $15.86 billion with a 52-week trading range between $140.98 – $241.82.
Polen 5Perspectives Small-Mid Growth Strategy stated the following regarding BWX Technologies, Inc. (NYSE:BWXT) in its Q2 2026 investor letter:
“BWX Technologies, Inc. (NYSE:BWXT) supplies nuclear components and services primarily for the U.S. Navy, while also expanding its presence in commercial nuclear power and advanced reactor technologies. Shares lagged during the quarter despite solid fundamentals, as investor enthusiasm shifted toward higher-beta Al and technology-related beneficiaries during the market rally. While the stock underperformed in the period, we continue to view BWX as well positioned to benefit from growing investment in nuclear. energy and defense modernization.”
BWX Technologies, Inc. (NYSE:BWXT) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 61 hedge fund portfolios held BWX Technologies, Inc. (NYSE:BWXT) at the end of the first quarter which was 64 in the previous quarter. While we acknowledge the risk and potential of BWX Technologies, Inc. (NYSE:BWXT) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BWX Technologies, Inc. (NYSE:BWXT) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered BWX Technologies, Inc. (NYSE:BWXT) and shared a bullish thesis on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.
Co-Founder and Research Director at Insider Monkey
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
Do the math. According to Musk, this technology could be worth $250 trillion by 2040.
Put another way, that’s roughly equal to:
175 Teslas
107 Amazons
140 Metas
84 Googles
65 Microsofts
And 55 Nvidias
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It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.
Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.
How could anything be worth that much?
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In fact, Verge argues this company’s supercheap AI technology should concern rivals.
Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.
Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.
When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.
Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…
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Co-Founder and Research Director at Insider Monkey
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