Columbia Threadneedle Investments released its second-quarter 2025 investor letter for the “Columbia Threadneedle Global Technology Growth Strategy,” highlighting market volatility at the beginning of the quarter due to global tariffs. The composite returned 25.11% gross of fees and 24.85% net of fees, outperforming the S&P Global 1200 Information Technology Index.

The letter also mentioned NVIDIA Corporation (NASDAQ: NVDA) as a standout stock, with a one-month return of 1.01% and shares gaining 51.91% over the last 52 weeks. On September 22, 2025, NVIDIA Corporation (NASDAQ: NVDA) closed at $183.61 per share, with a market capitalization of $4.47 trillion.

In the second quarter 2025 investor letter, Columbia Threadneedle Global Technology Growth Strategy praised NVIDIA Corporation (NASDAQ: NVDA) for its strong quarterly results driven by robust demand for its next-generation Blackwell architecture. The company’s new Blackwell chips offer significant performance improvements and energy efficiency, despite geopolitical tensions.

NVIDIA Corporation (NASDAQ: NVDA) ranked 5th on the list of “30 Most Popular Stocks Among Hedge Funds” and saw an increase in hedge fund portfolios holding its stock. In the second quarter of fiscal 2026, NVIDIA Corporation (NASDAQ: NVDA) reported $46.7 billion in revenues, surpassing expectations. While NVIDIA has potential as an investment, some AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: Demand Uptick Boosted NVIDIA (NVDA) in Q2