Core Insights - Carillon Tower Advisers reported a continued upward trend in equity markets, driven by AI advancements, reduced inflation from tariffs, and potential interest rate cuts by the U.S. Federal Reserve [1] - The Russell 2000® Growth Index increased by 12.19% in Q3 2025, slightly underperforming the Russell 2000 Value Index, which rose by 12.60% [1] Company Analysis: Lantheus Holdings, Inc. (NASDAQ:LNTH) - Lantheus Holdings, Inc. is a manufacturer of diagnostic and therapeutic products, focusing on heart, cancer, and other diseases [2] - The stock experienced a one-month return of 11.78% but has seen a significant decline of 47.92% over the past 52 weeks, closing at $57.33 with a market cap of $3.898 billion on October 28, 2025 [2] - The company is facing challenges with its Pylarify product due to increased competition and difficulties in securing higher hospital reimbursement rates, leading to lowered guidance and no near-term pipeline products to alleviate pressure [3] Investment Sentiment - Lantheus Holdings, Inc. is not among the top 30 most popular stocks among hedge funds, with 34 hedge fund portfolios holding the stock at the end of Q2 2025, down from 43 in the previous quarter [4] - While Lantheus Holdings has potential, the company is viewed as having less upside compared to certain AI stocks, which are considered to carry lower downside risk [4]