Robust Strength Aerospace and Defense Businesses Boosted ATI (ATI)

Core Insights - Loomis Sayles Small/Mid Cap Growth Fund underperformed the Russell 2500 Growth Index in Q2 2025, returning 8.49% compared to the index's 11.31% [1] - The fund's underperformance was attributed to security selection within the consumer discretionary and financials sectors [1] Company Performance - ATI Inc. (NYSE:ATI) stock gained 4.93% over the past month and rose 23.58% in value over the last 52 weeks, closing at $76.14 per share with a market capitalization of $10.495 billion on September 12, 2025 [2] - ATI Inc. was highlighted as a top contributor to the fund's performance, benefiting from strong growth in its aerospace and defense businesses [3] - The company reported a 4% year-over-year revenue increase in Q2, exceeding $1.1 billion [4] Investment Sentiment - ATI Inc. was held by 57 hedge fund portfolios at the end of Q2 2025, an increase from 52 in the previous quarter [4] - Despite ATI's potential, the company is not considered among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer greater upside potential [4]