Janus Henderson Investors, an investment management company, released third third-quarter 2025 investor letter for its “Janus Henderson Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. Global equities continued their strong rally in the third quarter, driven by loosening monetary policy and continued momentum in the AI growth story. The fund returned 2.95% in the quarter, compared to a 7.27% return for the MSCI World Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, Janus Henderson Global Technology and Innovation Fund highlighted stocks such as TE Connectivity Ltd. (NYSE:TEL). TE Connectivity Ltd. (NYSE:TEL) manufactures and sells connectivity and sensor solutions. The one-month return of TE Connectivity plc (NYSE:TEL) was 4.69%, and its shares gained 59.92% of their value over the last 52 weeks. On December 23, 2025, TE Connectivity plc (NYSE:TEL) stock closed at $232.69 per share, with a market capitalization of $68.541 billion.
Janus Henderson Global Sustainable Equity Fund stated the following regarding TE Connectivity plc (NYSE:TEL) in its third quarter 2025 investor letter:
“TE Connectivity plc (NYSE:TEL) reported record net sales, operating margin, and cash generation, as well as a strong increase in orders. The company is benefiting from broad-based AI strength and continued demand in renewables and hardening the electric grid. TE Connectivity is one of the global leaders in the connectors and sensors industry. It designs and manufactures devices that connect and protect the flow of power and data inside a wide variety of industries including AI, automotive, and energy. The company is also relatively well positioned to navigate tariffs, as three-quarters of its revenues are generated outside of the U.S., and two-thirds of manufacturing-to-sales is region for region.”
TE Connectivity plc (NYSE:TEL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 60 hedge fund portfolios held TE Connectivity plc (NYSE:TEL) at the end of the third quarter, up from 47 in the previous quarter. While we acknowledge the potential of TE Connectivity plc (NYSE:TEL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
