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Soumya Eswaran
Fri, March 27, 2026 astatine 10:42 AM CDT 3 min read
Columbia Threadneedle Investments, an concern absorption company, released its fourth-quarter 2025 capitalist missive for “Columbia Global Technology Growth Fund”. A transcript of the missive tin beryllium downloaded here. Markets precocious modestly higher successful Q4 2025, with the S&P 500 returning 2.66%, the Nasdaq 100 gaining 2.47%, and the Dow Jones Industrial Average starring with a 4.03% return. This play saw a displacement successful enactment towards large-cap worth stocks arsenic capitalist sentiment was influenced by the Federal Reserve's ongoing complaint cuts amid cooling ostentation and the maturation of AI investments. Against this backdrop, the Fund Institutional Class shares returned 1.97%, outperforming the S&P Global 1200 Information Technology Index’s 3.21% return. Heading into 2026, the U.S. system appears to beryllium steadily expanding, bolstered by beardown request and argumentation measures designed to beforehand sustained growth. In addition, you tin cheque the fund’s apical 5 holdings for its champion picks for 2025.
In its fourth-quarter 2025 capitalist letter, Columbia Global Technology Growth Fund highlighted Micron Technology, Inc. (NASDAQ:MU) arsenic a notable contributor. Micron Technology, Inc. (NASDAQ:MU) is simply a starring shaper of representation and retention products. On March 26, 2026, Micron Technology, Inc. (NASDAQ:MU) closed astatine $355.46 per share. One-month instrumentality of Micron Technology, Inc. (NASDAQ:MU) was -13.80%, and its shares gained 301.92% implicit the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a marketplace capitalization of $400.86 billion.
Columbia Global Technology Growth Fund stated the pursuing regarding Micron Technology, Inc. (NASDAQ:MU) successful its 4th fourth 2025 capitalist letter:
"Micron Technology, Inc. (NASDAQ:MU) surged during the 4th as, similar TSM, the memory-chip person received overwhelming validation of insatiable AI request from cardinal customers. As portion of blowout quarterly results, absorption announced that the company’s full 2026 accumulation of precocious representation chips had been sold out, with pricing and measurement agreements locked successful done the pursuing year. Micron present projects a $100 cardinal full addressable marketplace for its starring representation chips by 2028, pulling guardant its gross people by 2 years from 2030. In summation to the grounds of powerfully accelerating demand, the institution besides announced plans to exit its lower-margin user conception and reprioritize manufacturing to strategical AI accounts. Shares of Micron much than tripled during 2025."
Micron Technology, Inc. (NASDAQ:MU) ranks 17th connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 137 hedge money portfolios held Micron Technology, Inc. (NASDAQ:MU) astatine the extremity of the 4th quarter, up from 105 successful the erstwhile quarter. While we admit the imaginable of Micron Technology, Inc. (NASDAQ:MU) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
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