Core Insights - Polen Capital's "Polen U.S. Small Cap Growth Strategy" achieved a return of 21.4% gross and 21.1% net of fees in Q3 2025, outperforming the Russell 2000 Growth Index which returned 12.2% [1] Company Performance - Powell Industries, Inc. (NASDAQ:POWL) was highlighted as a top contributor to the portfolio's performance, benefiting from increased capital expenditure in data centers and the trend towards onshoring manufacturing in the U.S. [3] - Powell Industries reported total revenue of $286 million in Q3 2025, slightly down from $288 million in the same quarter of the previous year [4] Stock Analysis - Powell Industries' stock experienced a one-month return of -21.84% and a 52-week decline of 1.58%, closing at $285.29 per share with a market capitalization of $3.443 billion on November 19, 2025 [2] - The company is not among the top 30 most popular stocks among hedge funds, with 27 hedge fund portfolios holding its stock at the end of Q2 2025, an increase from 23 in the previous quarter [4]