Smith-Midland Corporation (SMID)
NASDAQ (CM) NASDAQ (CM) Primary 
Big Opportunities in SMID Caps With This Active ETF
A historic run of outperformance by large-cap growth names may prompt some investors to look for value elsewhere. That opportunity could be in small-and mid-caps (SMID), given their strong performance recently.
GRNJ: Compelling SMID Vehicle With Decent AUM Growth, Worth Shortlisting
The Fundstrat Granny Shots US Small- & Mid-Cap ETF is an actively managed vehicle with a sophisticated strategy amalgamating shorter- and longer-term themes. I appreciate GRNJ's performance since its inception in November 2025, particularly its ability to benefit from the capital rotation earlier this year. However, the ETF has been more sensitive to the ripple effects of the U.S.-Israel-Iran conflict than simpler SMID peers.
Harbor SMID Cap Value ETF Q4 2025 Performance Review
Timken remains a compelling investment as it supplies essential components that customers cannot easily replace. MDU remains an attractive investment as electricity demand continues to rise, particularly from energy-intensive industries such as data centers locating in the central United States. During the quarter, Raymond James' shares declined by 7.0% despite adjusted earnings exceeding consensus expectations by 10%, reflecting investor focus on near-term margin pressure rather than underlying business momentum.
Harbor SMID Cap Core ETF Q4 2025 Contributors And Detractors
In the fourth quarter of 2025, the Harbor SMID Cap Core ETF returned 1.13% (NAV), underperforming its benchmark, the Russell 2500® Index. Harbor SMID Cap Core ETF sector headwinds were partially offset by improved relative performance in Information Technology as speculative names lost momentum. Raymond James shares declined by 7.0% despite adjusted earnings exceeding consensus expectations by 10%, reflecting investor focus on near-term margin pressure.
Harbor SMID Cap Core ETF Q4 2025 Commentary
In the fourth quarter of 2025, the Harbor SMID Cap Core ETF returned 1.13% (NAV), underperforming its benchmark, Russell 2500® Index, which returned 2.22%. Health Care was the best-performing sector in the quarter, rising nearly 17% and outperforming Consumer Staples, the worst-performing sector, by over 2,300 basis points. Raymond James shares declined by 7.0% despite adjusted earnings exceeding expectations by 10%, reflecting investor focus on near-term margin pressure rather than underlying momentum.
Harbor SMID Cap Value ETF Q3 2025 Portfolio Update
During the period, Synopsys' shares traded lower by 15% as softer results in the intellectual property segment weighed on performance. Wolverine World Wide's results were supported by strong performances from Saucony, which grew by more than 40% on the back of expanded distribution and strong consumer demand. MDU Resources Group was added to the portfolio during the quarter.
SMID Stock Falls After Reporting Weak Q3 Earnings and Softer Rentals
Smith-Midland shares decline as mixed Q3 earnings show stronger product sales but weaker barrier rentals, shaping a cautious outlook for the rest of 2025.
3 Rising Stocks in Active SMID-Cap ETF TMSL
Entering 2025, one of the biggest market narratives investors faced was concentration risk. Despite tariffs coming and going with speed and stagflation a looming specter, concentration risk and the need for diversification continue to linger.
Smith-Midland Rental Business Is Impressive, And Price Is Fair Even If Not Opportunistic
Smith-Midland's strong 2Q25 results were driven by high-margin highway barrier rentals, with impressive OpEx leverage and expanding gross margins. Revenue growth is almost entirely from barrier rentals, but future durability depends on continued government infrastructure spending and potential competition. Management expects 2H25 to be weaker due to non-recurring projects, though the company is expanding barrier inventory for future growth.
Smith-Midland Q2 Earnings Double Y/Y on Record Revenues, Stock Rises
SMID posts record Q2 revenues, doubles profit, and outpaces the S&P 500 with strong barrier rentals, soundwall sales and growing backlog.
Smith-Midland Q1 Earnings Soar Y/Y on Strong Barrier Rental Demand
SMID posts strong Q1 results with net income nearly tripling and shares rising 27% in a month, driven by booming barrier rentals and service revenues.
Allspring Launches Trio of Actively Managed ETFs
On Tuesday, Allspring Global Investments expanded its ETF collection with the launch of three new funds. Each of these funds are actively managed.
