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Riverwater Sustainable Value Strategy's investment thesis on Veeco Instruments ($VECO) — Q2 2026 | Buyside Digest

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$VECONASDAQVeeco Instruments

BULL

Riverwater Sustainable Value Strategy—VECO

Fund Letter

Q2 2026

Published July 17, 2026

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$52.27USD

+17.0% vs last month

$51.66Pitched

+1.2% since pitch

Market Cap$3.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Riverwater's Sustainable Value Strategy underperformed in Q2 2026 as small-cap stocks achieved their best first-half performance since 1991, driven almost entirely by speculative excess in AI-exposed names. The Russell 2500...

— Adam J. Peck, CFA

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Veeco supplies essential chip packaging technology and precision manufacturing equipment necessary for enhancing performance and power efficiency in advanced semiconductors. The company has...

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