Overview
- Impax’s funds gained 4.55% in Q3 2025 but lagged the MSCI ACWI, which returned 7.62%.
- TE Connectivity delivered faster-than-expected data-center and energy-utility revenue growth alongside Industrial Solutions margin expansion, producing strong quarterly results.
- TE Connectivity closed on Dec. 24 at $231.90, up 59% year over year, with hedge fund holders rising to 60 at the end of Q3 from 47 in the prior quarter.
- Carrier cut guidance after weaker U.S. residential HVAC volumes, and the stock sold off during the quarter.
- Carrier closed on Dec. 24 at $53.50, down 23% over 12 months, with hedge fund holders declining to 48 at the end of Q3 from 53 previously.