Continued Momentum in AI and Accelerated Computing Boosted Nvidia (NVDA)

3 hours ago 1

Soumya Eswaran

Fri, January 2, 2026 astatine 6:26 AM CST 3 min read

Sustainable Growth Advisers (SGA), an concern absorption company, released its third-quarter capitalist missive for its “U.S. Large Cap Growth Strategy.” A transcript of the missive tin beryllium downloaded here. The portfolio returned -1.3% (Gross) and -1.4% (Net) successful the 3rd quarter, compared to a 10.5% instrumentality for the Russell 1000 Growth Index and an 8.1% instrumentality for the S&P 500 Index. SGA’s concern nonsubjective is to put successful high-quality maturation businesses expected to execute accordant mid-teens net growth, accompanied by unchangeable gross and currency flow. However, successful Q3, the marketplace enactment was adverse for SGA’s concern benignant arsenic lower-quality stocks and cyclical industries outperformed. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

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In its third-quarter 2025 capitalist letter, the SGA U.S. Large Cap Growth Strategy highlighted stocks specified arsenic NVIDIA Corporation (NASDAQ:NVDA). NVIDIA Corporation (NASDAQ:NVDA) offers graphics, compute, and networking solutions. The one-month instrumentality for NVIDIA Corporation (NASDAQ:NVDA) was 1.70%, and its shares gained 34.84% implicit the past 52 weeks. On December 31, 2025, NVIDIA Corporation (NASDAQ:NVDA) banal closed astatine $186.50 per share, with a marketplace capitalization of $4.53 trillion.

SGA U.S. Large Cap Growth Strategy stated the pursuing regarding NVIDIA Corporation (NASDAQ:NVDA) successful its 3rd 4th 2025 capitalist letter:

"NVIDIA Corporation (NASDAQ:NVDA) was a contributor to the portfolio’s show again successful Q3, driven by continued surging request for accelerated computing and AI infrastructure. With absorption projecting full infrastructure walk of $3-4 trillion successful the future, the company’s semipermanent outlook remains compelling, and we proceed to spot treble digit gross and net maturation successful the years ahead. The institution announced a $5 cardinal concern into Intel, with associated merchandise improvement efforts that volition fortify Nvidia’s AI infrastructure platforms and blunt competitory threats from customized programs astatine unreality work providers and AMD. Toward the extremity of the quarter, the institution besides announced an unprecedented woody with OpenAI. Our numbers and expectations successful the discourse of OpenAI are somewhat humble arsenic determination is simply a batch that needs to beryllium proven here, starting from backing to concern usage cases and eventual gross models. Despite that, we stay excited astir the wide accidental for Nvidia.