#portfolio-trimming

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#ai-infrastructure #alphabet #semiconductors-and-storage #energy-and-power-electronics #fundsmith #terry-smith
Venture
from24/7 Wall St.
1 day ago

This AlphabetHeavy Fund Has a FrontRow Seat to the AI Boom - and the Market Can See Why It's Suddenly a Top Performer

Whale Rock Capital’s recent performance is driven by concentrated AI-related holdings and selective trimming of prior winners, with Advanced Energy Industries highlighted as a notable Q1 buy.
Fundraising
from24/7 Wall St.
6 months ago

The "English Warren Buffett" Is Selling Everything in Sight. Time to Follow Suit?

Terry Smith aggressively trimmed Fundsmith's 2025 portfolio, cutting major tech holdings and raising cash amid limited attractive valuations.
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