Is Knight-Swift Transportation Holdings (KNX) Poised to Benefit from an Increase in Demand?

Group 1: Fund Performance - The Aristotle Small Cap Equity Fund delivered a return of 3.16% in Q3 2025, underperforming the Russell 2000 Index, which had a total return of 12.39% [1] - The Russell 2000 Index reached its first all-time high since November 2021, driven by a favorable macroeconomic backdrop [1] Group 2: Company Highlight - Knight-Swift Transportation Holdings Inc. - Knight-Swift Transportation Holdings Inc. (NYSE:KNX) is a freight transportation services provider with a one-month return of 19.09% and a 52-week gain of 1.25% [2] - As of December 18, 2025, Knight-Swift's stock closed at $52.60 per share, with a market capitalization of $8.539 billion [2] - The company is expected to benefit from increased freight transportation demand and a subdued supply of transportation providers, leading to potential revenue and earnings growth [3] Group 3: Hedge Fund Interest - Knight-Swift Transportation Holdings Inc. was held by 44 hedge fund portfolios at the end of Q3 2025, an increase from 43 in the previous quarter [4] - Despite its potential, some analysts believe that certain AI stocks may offer greater upside potential and carry less downside risk compared to Knight-Swift [4]