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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Microsoft delivered strong performance supported by accelerating Azure growth and rising demand for AI workloads. Productivity software maintained...
— Brown Advisory LLC
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Other investors who've written on Microsoft Corporation
Software leader Microsoft Corporation contributed to performance with shares up 37.8%, recovering from their decline to start the year (shares are now up 7.4% year-to-date) driven by the broader recovery in software stocks during the quarter and buoyed by its strong quarterly results and the outlook management has provided. The company reported...
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
Microsoft’s share price increased 38% during the third quarter and 27% year-to-date from our average cost. The company is...
More institutional theses from Brown Advisory Large-Cap Growth Strategy
Marvell Technology, Inc. ($MRVL) designs and develops high-performance semiconductor solutions focused on data infrastructure, including custom Application-Specific Integrated Circuits (ASICs), high-speed electro-optics, and network switching components. The stock represents...
The company exhibited broad-based operational strength across Google Cloud, Search, and YouTube, supported by AI workload demands. Healthy paid-click trends...