Funtap/iStock via Getty Images The following segment was excerpted from the Allspring Growth Fund Q4 2025 Commentary. Top Contributors and Detractors to Quarter-end Fund Performance CONTRIBUTORS Carpenter Technology Corp. Natera, Inc. BridgeBio Pharma, Inc. ( BBIO ) argenx SE Penumbra, Inc. ( PEN ) DETRACTORS Alphabet Inc. Varonis Systems, Inc. ( VRNS ) Coinbase Global, Inc. ( COIN ) Oracle Corp. ...
Funtap/iStock via Getty Images The following segment was excerpted from the Allspring Growth Fund Q4 2025 Commentary. Top Contributors and Detractors to Quarter-end Fund Performance CONTRIBUTORS Carpenter Technology Corp. Natera, Inc. BridgeBio Pharma, Inc. ( BBIO ) argenx SE Penumbra, Inc. ( PEN ) DETRACTORS Alphabet Inc. Varonis Systems, Inc. ( VRNS ) Coinbase Global, Inc. ( COIN ) Oracle Corp. DoorDash, Inc. The holdings identified do not represent all of the securities purchased or sold during the period shown and should not be construed as a recommendation to purchase or sell a particular security. Information on calculation methodology and a list showing the overall contribution of each holding in the account for the period shown are available upon request. Click to enlarge Discussion of Contributors Carpenter Technology Corp. ( CRS ) is prepared for lift-off. The company manufactures premium metal alloys used in highly specialized components across aerospace, medical, and industrial markets. While this diversification provides a degree of demand stability, our investment thesis focuses on the significant replacement cycle in aerospace—a sector that has faced years of underinvestment and production delays. The post-pandemic surge in air travel has led airlines to keep aging fleets in service longer, driving higher maintenance needs. This has boosted demand for Carpenter’s suite of specialty hardware, including bearings, fasteners, and electrical components. Producing these advanced alloys is both complex and capital-intensive, giving Carpenter meaningful pricing power—a fact underscored this quarter as multiple long-term contracts were repriced favorably. With robust product demand and expanding margins, we remain confident in Carpenter’s long-term growth prospects. Natera, Inc. ( NTRA ), is redefining precision in diagnostics. A molecular diagnostics company, Natera specializes in three main areas of health care: women’s health, oncology, and organ health. Th...
Nvidia agreed to acquire Groq's AI inference chip assets for $20b, aiming to expand its position in AI deployment hardware. The company introduced its new Rubin chip platform, designed around next generation memory technology for inference workloads. Samsung and Micron are set to supply HBM4 memory for Nvidia's new GPU platforms, signaling changes in its component supply chain. Recent U.S. policy ...
Nvidia agreed to acquire Groq's AI inference chip assets for $20b, aiming to expand its position in AI deployment hardware. The company introduced its new Rubin chip platform, designed around next generation memory technology for inference workloads. Samsung and Micron are set to supply HBM4 memory for Nvidia's new GPU platforms, signaling changes in its component supply chain. Recent U.S. policy signals on legacy AI chip exports to China may affect how Nvidia serves that market. NVIDIA...
Nomura International’s Julia Wang says the markets are in uncharted territory when it comes to AI technology, which means “a lot of volatility is probably still on the way.”
Nomura International’s Julia Wang says the markets are in uncharted territory when it comes to AI technology, which means “a lot of volatility is probably still on the way.”
If you are wondering whether Xiaomi's current share price reflects its true worth, this article will walk you through what the numbers are saying about value and risk today. Xiaomi's shares last closed at HK$36.52, with returns of 4.6% over the past week, a 3.8% decline over 30 days, a 9.3% decline year to date and a 12.3% decline over 1 year. The 3 year and 5 year returns sit at 177.9% and 26.8% ...
If you are wondering whether Xiaomi's current share price reflects its true worth, this article will walk you through what the numbers are saying about value and risk today. Xiaomi's shares last closed at HK$36.52, with returns of 4.6% over the past week, a 3.8% decline over 30 days, a 9.3% decline year to date and a 12.3% decline over 1 year. The 3 year and 5 year returns sit at 177.9% and 26.8% respectively. Recent Xiaomi headlines have focused on ongoing product launches and ecosystem...