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Soumya Eswaran
Fri, March 27, 2026 astatine 10:45 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 Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) arsenic a notable contributor. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s starring shaper of integrated circuits and different semiconductor devices. On March 26, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed astatine $326.11 per share. One-month instrumentality of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -12.94%, and its shares gained 97.34% implicit the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a marketplace capitalization of $1.691 billion.
Columbia Global Technology Growth Fund stated the pursuing regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) successful its 4th fourth 2025 capitalist letter:
"Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) returned beardown treble digits during the quarter, arsenic the world’s starring semiconductor foundry received overwhelming validation of insatiable AI spot request from cardinal customers including NVIDIA and Apple. The institution reported bullish quarterly fiscal results and accrued its guardant maturation expectations, arsenic exponentially increasing AI token depletion requires continuous capableness expansion. Of note, astatine the extremity of the 4th the institution announced that accumulation had begun for its next-generation two-nanometer technology. Shares of TSM returned implicit 50% during 2025."
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks 6th connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 224 hedge money portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) astatine the extremity of the 4th quarter, up from 194 successful the erstwhile quarter. While we admit the imaginable of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 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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