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ClearBridge Growth Strategy增加了ALAB;退出GWW和中枢神经系统
2026-10-13 21:21
- ClearBridge Growth Strategy outperformed its Russell Midcap Growth Index benchmark in Q3, when the index fell 5.8%, supported by stock selection in information technology and industrials.
- During Q3 2026, the fund initiated a position in Astera Labs (NASDAQ: ALAB), expanding its exposure to AI data center connectivity.
- The strategy exited positions in W.W. Grainger (NYSE: GWW) and Cohen & Steers (NYSE: CNS), reallocating capital toward Fastenal (NASDAQ: FAST) and other higher-conviction opportunities.
- Outlook: The strategy expects AI to reshape industries, creating opportunities to identify potential beneficiaries and avoid companies facing disruption through selective stock-picking.
- Source.
More on Astera Labs, W.W. Grainger, etc.
- Astera Labs: The Only Level I Buy At (Rating Downgrade)
- Astera Labs: A Big Opportunity For Aggressive Growth Investors
- Cohen & Steers: Downgrade To Hold As Higher Interest Rates Cap Share Price Growth
- Astera Labs, Semtech downgraded by Northland Capital on risk-reward
- Nasdaq rises for the week as Lumentum leads gains
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