Why Flex Ltd. (FLEX) Was Sold by Artisan Small Cap Fund Despite AI Data Center Boom
Flex Ltd. (NASDAQ: FLEX) has transitioned from a small-cap option into a multi-billion-dollar enterprise, largely driven by the explosive growth of artificial intelligence (AI) infrastructure. This rapid expansion, however, has triggered mandatory portfolio reallocations among investment managers bound by strict style limitations. FLEX Outgrows the Small-Cap Mandate In its second-quarter 2026 investor letter, the Artisan … Read more

