Soumya Eswaran
Thu, February 5, 2026 astatine 7:29 AM CST 3 min read
Fidelity Investments, an concern absorption company, precocious released its “Fidelity Growth Strategies Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Fidelity Growth Strategy is simply a diversified equity strategy aimed astatine home midcap maturation stocks. The attack focuses connected identifying prime companies that present dependable above-average maturation and tin outperform implicit time. The Fund (Retail Class shares) returned -3.44% successful the 4th compared to the benchmark Russell Midcap® Growth Index’s -3.70% return. In Q4, the U.S. banal marketplace continued its accelerated rebound, driven by robust firm fundamentals and beardown spending connected artificial intelligence. Mid-cap maturation stocks underperformed, portion large-cap stocks gained chiefly from a constrictive radical of companies connected to generative AI, and small-cap equities benefited from involvement complaint sensitivity. As 2026 begins, the steadfast believes the concern cycles successful the U.S. and globally stay positive. The Strategy remains focused connected companies possessing durable competitory advantages and maturation potential. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.
In its fourth-quarter 2025 capitalist letter, Fidelity Growth Strategies Fund highlighted ATI Inc. (NYSE:ATI) arsenic 1 of the starring contributors to the performance. ATI Inc. (NYSE:ATI) is an concern institution that manufactures specialty materials and analyzable components. ATI Inc. (NYSE:ATI) banal gained 7.51% implicit the past month, and its shares roseate 100.76% successful worth implicit the past 52 weeks. On February 4, 2026, ATI Inc. (NYSE:ATI) banal closed astatine $127.50 per share, with a marketplace capitalization of $17.574 billion.
Fidelity Growth Strategies Fund stated the pursuing regarding ATI Inc. (NYSE:ATI) successful its 4th fourth 2025 capitalist letter:
"Among idiosyncratic stocks, non-benchmark stakes successful tech hardware shaper Coherent (+71%) and superior goods steadfast ATI Inc. (NYSE:ATI) (+41%) were the apical contributors. ATI operates successful the aesculapian and vigor markets, but the steadfast chiefly designs and manufactures components for aerospace and defence firms, which correspond astir two-thirds of its wide business. In precocious October, the institution reported coagulated gross maturation and improved profitability for the 3rd quarter, helped by income successful high-margin aerospace products. In its fiscal guidance, ATI projected beardown net maturation for 2025 and Q1 2026."
ATI Inc. (NYSE:ATI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 58 hedge money portfolios held ATI Inc. (NYSE:ATI) astatine the extremity of the 3rd quarter, which was 57 successful the erstwhile quarter. ATI Inc.’s (NYSE:ATI) 2025 gross accrued 5% year-over-year, to $4.6 billion. While we admit the imaginable of ATI Inc. (NYSE:ATI) 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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