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Next-gen technology and specialized skills are transforming outsourcing, increasing the demand for digital services while stripping away labor intensity and affecting traditional staffing-based models. TNET, AHEXY and CGEMY are three stocks poised for growth.

The portfolio's return was 5.34% (net) for the reporting period. Top contributors were Jenoptik, Hamamatsu Photonics, and oOh!media. Top detractors were Valmet, Lanxess, and Adecco.

Adecco Group AG (AHEXY) Q2 2026 Earnings Call Transcript

AHEXY, APELY and COLB have been added to the Zacks Rank #5 (Strong Sell) List on August 3rd, 2026.