Columbia Threadneedle Investments, a prominent player in the investment management sector, has recently disseminated its second-quarter 2025 investor letter for the Columbia Threadneedle Global Technology Growth Strategy. Investors can download the full letter here. The market exhibited significant volatility at the start of the quarter, primarily fueled by uncertainty stemming from new global tariffs introduced by the U.S. administration. However, a recovery took shape as a more lenient trade policy was adopted later in the quarter, leading the composite to achieve an impressive return of 25.11% gross of fees and 24.85% net of fees during this period. This outpaced the S&P Global 1200 Information Technology Index, which posted a 23.66% return.
In their investor correspondence, Columbia Threadneedle Global Technology Growth Strategy emphasized notable stocks, including NVIDIA Corporation (NASDAQ:NVDA). Over the past month, NVIDIA witnessed a return of 1.01%, with its shares demonstrating a remarkable surge of 51.91% in the past 52 weeks. As of September 22, 2025, NVIDIA’s stock closed at $183.61 per share, translating into a market capitalization of approximately $4.47 trillion.
In the second-quarter 2025 investor letter, Columbia Threadneedle shared insights on NVIDIA Corporation (NASDAQ:NVDA) as follows:
“The shares of our core holding NVIDIA Corporation (NASDAQ:NVDA) soared during the quarter following the company’s robust quarterly performance, which was driven by the surging demand for its groundbreaking Blackwell architecture. The newly launched Blackwell chips offer astounding performance gains, achieving up to 30 times faster inference capabilities than earlier models, and they showcase significant improvements in energy efficiency. Moreover, NVIDIA proved resilient amid escalating geopolitical tensions, with sovereign deals made in regions like the Middle East and Taiwan serving to counterbalance challenges posed by U.S. export restrictions on sales to China.”
NVIDIA Corporation (NASDAQ:NVDA) is currently positioned 5th on our list of the 30 Most Popular Stocks Among Hedge Funds. According to our records, 235 hedge fund portfolios included NVIDIA at the close of the second quarter, a notable increase from 212 in the prior quarter. In the second quarter of fiscal 2026, NVIDIA reported revenues of $46.7 billion, surpassing analyst expectations. While we recognize NVIDIA’s potential as an investment, we believe that certain AI stocks present greater upside potential with comparatively lower downside risks. For those interested in an undervalued AI stock that is poised to benefit from Trump-era tariffs and the emerging trend of onshoring, our free report on the best short-term AI stock is worth exploring.
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