Madison Small Cap Fund adds four new stocks, exits Globus Medical after growth boosts market cap to $12B

Madison Small Cap Fund actively adjusted its portfolio in Q1 2026 by purchasing four new stocks: ICU Medical, Matador Resources, Procore Technologies, and SiteOne Landscape Supply. The fund exited its position in Globus Medical after the company's market cap grew to $12 billion, reflecting its success. ICU Medical's new high-volume pump with enhanced connectivity is expected to improve customer retention and revenue. SiteOne Landscape Supply, holding 18% of its $26 billion market, has maintained strong revenue growth, supporting the fund's investment strategy focused on growth and innovation.