Modine Manufacturing Company (MOD) Surged on Increased Demand

Group 1: Artisan Small Cap Fund Performance - Artisan Small Cap Fund's Investor Class fund ARTSX returned 8.69%, Advisor Class fund APDSX posted 8.75%, and Institutional Class fund APHSX returned 8.73% in Q3 2025, compared to a return of 12.19% for the Russell 2000 Growth Index [1] - Global equities rallied in Q3 2025, with major US indices like Russell 1000®, Russell Midcap®, and Russell 2000® reaching record highs [1] Group 2: Modine Manufacturing Company Overview - Modine Manufacturing Company (NYSE:MOD) offers thermal management products and solutions, with a one-month return of -16.30% and a 52-week gain of 4.53% [2] - As of November 14, 2025, Modine's stock closed at $132.02 per share, with a market capitalization of $6.951 billion [2] Group 3: Modine Manufacturing Company Growth Drivers - Modine is experiencing strong growth due to increased business with existing hyperscale customers and new accounts in the hyperscale segment [3] - Rising demand in the US and Southeast Asia, along with expansion into advanced product lines like rack-level and modular data center cooling solutions, has fueled Modine's momentum [3] - The company has significantly raised its revenue expectations for the year [3] Group 4: Hedge Fund Interest and Market Position - Modine Manufacturing Company was held by 49 hedge fund portfolios at the end of Q2 2025, an increase from 45 in the previous quarter [4] - While Modine shows potential as an investment, certain AI stocks are considered to offer greater upside potential and less downside risk [4]