According to CoinMeta, comments on Q2 published by ClearBridge Investments for 2026 show that the Canadian small-cap stock strategy performed poorly in the second quarter and failed to outperform its S&P/TSX small-cap benchmark. Nevertheless, Canadian small-cap stocks still performed strongly, with the S&P/TSX small-cap index yielding a return of 5.9%. The financial and industrial sectors were the biggest contributors to this performance, while the energy sector was the biggest negative contributor. The portfolio of this strategy is shifting towards companies affected by AI, and it is expected that the market's over-discount on companies that are being disrupted by AI creates opportunities for undervalued enterprises.