1 week ago
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Soumya Eswaran
Fri, March 27, 2026 astatine 9:50 AM CDT 3 min read
Columbia Threadneedle Investments, an concern absorption company, released its fourth-quarter 2025 capitalist missive for “Columbia Global Technology Growth Fund”. A transcript of the missive tin beryllium downloaded here. Markets precocious modestly higher successful Q4 2025, with the S&P 500 returning 2.66%, the Nasdaq 100 gaining 2.47%, and the Dow Jones Industrial Average starring with a 4.03% return. This play saw a displacement successful enactment towards large-cap worth stocks arsenic capitalist sentiment was influenced by the Federal Reserve's ongoing complaint cuts amid cooling ostentation and the maturation of AI investments. Against this backdrop, the Fund Institutional Class shares returned 1.97%, outperforming the S&P Global 1200 Information Technology Index’s 3.21% return. Heading into 2026, the U.S. system appears to beryllium steadily expanding, bolstered by beardown request and argumentation measures designed to beforehand sustained growth. In addition, you tin cheque the fund’s apical 5 holdings for its champion picks for 2025.
In its fourth-quarter 2025 capitalist letter, Columbia Global Technology Growth Fund highlighted ServiceNow, Inc. (NYSE:NOW). ServiceNow, Inc. (NYSE:NOW) is simply a cloud-based bundle institution that provides a level for automating and managing integer workflows. On March 26, 2026, ServiceNow, Inc. (NYSE:NOW) banal closed astatine $103.64 per share. One-month instrumentality of ServiceNow, Inc. (NYSE:NOW) was -4.05%, and its shares mislaid 35.04% implicit the past 52 weeks. ServiceNow, Inc. (NYSE:NOW) has a marketplace capitalization of $109.355 billion.
Columbia Global Technology Growth Fund stated the pursuing regarding ServiceNow, Inc. (NYSE:NOW) successful its 4th fourth 2025 capitalist letter:
"Shares of endeavor workflow automation person ServiceNow, Inc. (NYSE:NOW) posted losses successful the mid-teens during the quarter, arsenic investors reassessed the company's valuation amid national authorities concern headwinds and emerging strategical concerns. The company's announcement of a $7.75 cardinal all-cash acquisition of cybersecurity steadfast Armis — ServiceNow's largest woody ever — raised questions astir superior allocation. That said, ServiceNow's strategical translation into an AI-powered endeavor level remains compelling, with the company's products gaining traction successful ample deals, and absorption targeting $1 cardinal successful AI yearly declaration value. Shares of NOW fell implicit 25% during 2025."
ServiceNow, Inc. (NYSE:NOW) ranks 25 connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 118 hedge money portfolios held ServiceNow, Inc. (NYSE:NOW) astatine the extremity of the 4th quarter, up from 104 successful the erstwhile quarter. While we admit the imaginable of ServiceNow, Inc. (NYSE:NOW) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
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