ClearBridge Investments released its second-quarter 2025 investor letter, noting strong performance in U.S. equities with the S&P 500 returning 10.9%. The ClearBridge Select Strategy outperformed the benchmark, driven by portfolio strength across companies and sectors. Check the fund’s top five holdings for insights into its 2025 picks.

ServiceNow, Inc. (NYSE:NOW) was highlighted in ClearBridge Select Strategy’s investor letter, with a one-month return of 8.37%. The company offers workflow automation solutions for digital businesses. On September 17, 2025, NOW stock closed at $950.37 per share with a market cap of $197.68 billion.

ClearBridge noted positive results from AI-ecosystem holdings, highlighting ServiceNow, Inc. (NYSE:NOW) as a leader in monetizing generative AI. The company aims for $1 billion in annual contract value from AI-related products by 2026.

ServiceNow, Inc. (NYSE:NOW) is not among the 30 Most Popular Stocks Among Hedge Funds, but 106 hedge fund portfolios held it at the end of the second quarter. While acknowledging its potential, some AI stocks offer greater upside potential with less downside risk.

In another article, ServiceNow, Inc. (NYSE:NOW) was featured in a list of best tech stocks for long-term investment. For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q2 2025 page. Explore more on the best and worst Dow stocks for the next 12 months and 10 unstoppable stocks that could double your money.

Read more at Yahoo Finance: A Leader in the Monetization of Generative AI