Broadcom (AVGO) Rose on Record Earnings and Higher Demand

5 days ago 5

Soumya Eswaran

Wed, January 7, 2026 astatine 8:29 AM CST 3 min read

Impax Asset Management, an concern absorption company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In Q3 2025, the portfolio lagged down the Russell 1000. Similar to the 2nd quarter, the US equity markets favored a risk-on approach, benefiting high-risk, high-momentum, and lower-quality factors. Although the portfolio’s absorption connected comparatively modest, lower-risk, and high-quality factors contributed to the underperformance, the money (Institutional Class) returned 7.33% successful Q3 compared to 7.99% for the Index. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Impax US Sustainable Economy Fund highlighted stocks specified arsenic Broadcom Inc. (NASDAQ:AVGO). Broadcom Inc. (NASDAQ:AVGO) is simply a starring exertion institution that designs and develops assorted semiconductor and infrastructure bundle solutions. The one-month instrumentality of Broadcom Inc. (NASDAQ:AVGO) was -16.76%, and its shares gained 49.91% of their worth implicit the past 52 weeks. On January 6, 2026, Broadcom Inc. (NASDAQ:AVGO) banal closed astatine $343.77 per share, with a marketplace capitalization of $1.63 trillion.

Impax US Sustainable Economy Fund stated the pursuing regarding Broadcom Inc. (NASDAQ:AVGO) successful its 3rd 4th 2025 capitalist letter:

"Broadcom Inc. (NASDAQ:AVGO) (Information Technology, Semiconductors) performed good successful the period, driven by grounds net and surging request for its AI semiconductor solutions. Investor assurance was boosted by Broadcom’s enactment successful customized AI accelerators and its palmy integration of VMware. Bullish guardant guidance and the company’s quality to outpace expert expectations successful the caller past helped prolong affirmative momentum passim the quarter. The banal is owned chiefly for its vulnerability to themes specified arsenic Resource Efficiency, Digital Infrastructure opportunities and Meeting Basic Needs fixed chips are the backbone to a assortment of each time indispensable activities."

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