Polen Capital Highlights Astera Labs Amid AI Infrastructure Growth

In the second-quarter 2026 investor letter for its Small-Mid Growth Strategy, Polen Capital highlighted Astera Labs (ALAB) as a top holding amid growing investment in AI infrastructure. The firm noted strong performance of SMID-cap growth stocks and confidence in continued hyperscaler spending on cloud and AI connectivity solutions.

By Ricardo Pillai Wed, July 22, 2026 at 7:29 PM GMT+3 3 min read · Yahoo Finance · July 22, 2026, 16:29 UTC

Tickers: $ALAB

Topics: AI infrastructure growth stocks portfolio performance semiconductors

Read the full article at Yahoo Finance

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