Veeco Instruments (VECO): Results Far Exceed Expectations Amid Memory Capacity Boom

Riverwater Partners disclosed its Sustainable Value Strategy Q2 2026 investor letter, noting that small-cap equities achieved their best first-half performance since 1991, with the Russell 2500 Value Index advancing 17%. The strategy’s performance lagged its benchmark during the second quarter, primarily due to stock selection factors. The technology sector emerged as the strategy’s largest overweight position at 17% of holdings, a shift influenced by index reconstitution that reduc