Skip to contentHome page Seeking Alpha - Power to InvestorsOct 28, 2026, 3:10 AM ETBrown Advisory Flexible Equity Fund; Investor (BIAFX), BAFAX, BAFFXBrown Advisory15 FollowersThe largest U.S. hyperscale cloud platforms are expected to spend roughly $700 billion on capital expenditures in 2026.We took advantage of the sell-off in software to initiate a new position in Tyler Technologies.During the quarter, we continued to refine the portfolio with that framework in mind.We initiated new positions in Boston Scientific Corporation and S&P Global, Inc.We exited Intuit, Carrier Global, Lowe’s Companies, American International Group, and Illumina.Thanakorn Lappattaranan/iStock via Getty ImagesU.S. equity markets continued their move higher during the third quarter, supported by a U.S. economy that remained resilient despite an uncertain backdrop. Interest rates remain elevated, inflation is still above the Federal Reserve's long-term objective, and conflict in theThis article was written byBrown Advisory15 FollowersBrown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm. Note: This account is not managed or monitored by Brown Advisory, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use the firm's official channels.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.