Allspring Large Cap Growth Fund Q1 2026 Attribution And Adjustments

Quanta Services, Inc. stock performed well during the quarter following a strong earnings beat, record backlog, and growing recognition that power infrastructure has become a critical bottleneck in the build-out of AI. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. During the quarter, EMCOR Group, Inc. reported record results that underscored strong execution and demand across core end markets.