Riverwater Small Cap Strategy: Q1 2026 Buys, Sells, And Standouts

Modine Manufacturing led the way during the quarter, benefiting from secular demand in data center cooling and a well received spinoff of Modine Manufacturing's auto cooling business. Coming out of 2025, Adeia reported record revenue and profitability, supported by a surge in IP licensing activity. AtriCure remains well positioned given its first-mover advantage and deep integration within surgical workflows despite near-term competitive concerns from Edwards Lifesciences.