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Renaissance Investment Management - Large Cap Growth's investment thesis on Trane Technologies ($TT) — Q2 2026 | Buyside Digest

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$TTNASDAQTrane Technologies

NEUTRAL

Renaissance Investment Management - Large Cap Growth—TT

Fund Letter

Q2 2026

Published July 22, 2026

View Fund Profile

$451.98USD

+0.9% vs last month

$480.99Pitched

-6.0% since pitch

Market Cap$105.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Renaissance's Large Cap Growth portfolio underperformed benchmarks in Q2 2026 due to narrow market dynamics dominated by mega-cap technology stocks, though performance improved as markets broadened in June. Semiconductor equipment stocks...

— Renaissance Investment Management

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