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The Bristol Gate U.S. Equity Strategy's investment thesis on Thermo Fisher Scientific Inc. ($TMO) — Q4 2025 | Buyside Digest

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$TMONYSEThermo Fisher Scientific Inc.

BULL

The Bristol Gate U.S. Equity Strategy—TMO

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$675.05USD

+10.0% vs last month

$592.51Pitched

+13.9% since pitch

Market Cap$212.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Bristol Gate's 2025 Annual Letter acknowledges underperformance caused by maintaining a diversified portfolio during a period of massive, narrow AI concentration. To enhance their...

— Achilleas Taxildaris

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What other investors think about $TMO, and what else The Bristol Gate U.S. Equity Strategy is buying.

Other pitches on $TMO

Other investors who've written on Thermo Fisher Scientific Inc.

EdgePoint GlobalBULL

Pitched Jan 20, 2026

Thermo Fisher functions as a leading end-to-end platform in the life sciences sector with exceptional scale and reliable performance. The manager leveraged...

View all $TMO pitches →