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Jensen Investment's Q2 2026 letter highlights Amphenol as a top pick, benefiting from AI-driven interconnect demand. Broader market saw its strongest quarter in six years, driven by AI infrastructure…
Jensen Investment Management's Q2 2026 letter highlights Amphenol (APH) as a resumed holding, citing AI-driven interconnect demand. Broader commentary notes AI/semiconductor stocks led market gains w…
Jensen Investment's Q2 2026 letter noted S&P 500's strongest quarter in six years, driven by AI/semiconductor rally. Fund underperformed benchmark; highlighted Broadridge (BR) weakness on tokenizatio…
Jensen Investment's Q2 2026 letter reports 10.94% return, trailing S&P 500's 15.20% gain amid AI-driven market strength. It also flags Broadridge Financial Solutions' underperformance due to AI disin…
Jensen Investment Management's Q2 2026 letter reviews TJX Companies as a top holding, noting strong off-price retail leadership, resilient earnings, and margin growth potential, while broader US equi…
Jensen Investment's Q2 2026 letter details underperformance vs S&P 500 amid AI-driven rally; highlights new IDEXX Laboratories position, a veterinary diagnostics company not covered in the tracked sy…
Jensen Investment's Q2 2026 letter highlights Cintas (CTAS) as a quality holding, though the S&P 500 rallied 15.20%, outperforming Jensen's 10.94% return amid AI-driven momentum stock gains.
NZS Capital's Q2 2026 letter highlights strong equity returns (+24.96%) driven by AI infrastructure demand and semiconductor overweight, spotlighting small-cap Axogen (AXGN), not a widely tracked meg…