Seeking Alpha
29 Jul 2026, 08:35 UTC · 13w ago
Conestoga Small Cap Composite Q2 2026 Portfolio Activity
Impact · against what's priced in
DGII and KGS see positive catalysts from record revenue and secular AI tailwinds respectively. DSGX remains a steady long-term hold based on existing software quality and capital discipline.
- DGII+0.60
No priced-in read yet
- In context
Record revenue and a successful transition toward recurring revenue streams provide direct positive financial momentum.
Read from the article alone
- Actual





