1 month ago
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Soumya Eswaran
Thu, July 16, 2026 astatine 9:21 AM CDT 3 min read
Janus Henderson Investors, an concern absorption company, released its second-quarter 2026 capitalist missive for the "Global Sustainable Equity Fund". A transcript of the missive tin be downloaded here. Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index's 13.16% summation and the Peer Group's 12.98% return. An overweight successful accusation technology, peculiarly AI infrastructure, and underweight positions successful energy, materials, and user staples were the cardinal drivers. AI importantly contributed to returns, particularly among chipmakers. Information exertion was the apical performer successful the 4th with implicit 30% returns, alongside beardown performances from financials and industrials. The portfolio focuses connected high-quality companies with competitory advantages and vulnerability to semipermanent trends, positioning it to negociate evolving concern opportunities and risks. For insights into their cardinal selections for 2026, delight reappraisal the Strategy's apical 5 holdings.
In its Q2 2026 capitalist letter, Janus Henderson Global Sustainable Equity Fund highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU) is simply a starring semiconductor institution that manufactures representation and retention products, delivering solutions for a wide scope of applications. On July 15, 2026, Micron Technology, Inc. (NASDAQ:MU) closed astatine $904.28 per share. The one-month instrumentality of Micron Technology, Inc. (NASDAQ:MU) was -22.62%, and its shares gained 674.70% implicit the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a marketplace capitalization of $1.02 trillion.
Janus Henderson Global Sustainable Equity Fund stated the pursuing regarding Micron Technology, Inc. (NASDAQ:MU) successful its Q2 2026 capitalist update:
"The largest affirmative contributors included Seagate, Micron Technology, Inc. (NASDAQ:MU) and TSMC. We added Micron to the portfolio towards the extremity of 2025. This quarter, Micron's shares returned much than 240% aft results reinforced the increasing strategical value of representation to the AI infrastructure buildout. Its net benefited from stronger pricing, improving request and a much constructive outlook, arsenic request for representation continues to outpace manufacture proviso additions. Growth is being driven by high-bandwidth representation for AI accelerators, agentic workloads and information caching. Micron's latest energy-efficient representation products besides let AI workloads to tally with higher show and little powerfulness consumption, portion semipermanent lawsuit agreements whitethorn amended net visibility and trim cyclicality."
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