Columbia Threadneedle Investments released its second-quarter 2025 investor letter for the “Columbia Threadneedle Global Technology Growth Strategy.” Market volatility due to global tariffs was followed by a rebound with a more lenient trade policy. The composite returned 25.11% gross of fees and 24.85% net of fees in the quarter.

In the investor letter, Columbia Threadneedle Global Technology Growth Strategy highlighted Oracle Corporation (NYSE:ORCL). Oracle’s one-month return was 33.35%, with shares gaining 88.37% over the last 52 weeks. On September 22, 2025, Oracle stock closed at $328.15 per share, with a market capitalization of $890.984 billion.

Oracle Corporation (NYSE:ORCL) surprised with quarterly results and announced a massive cloud deal in the second quarter of 2025. Shares surged over 50% as the company benefits from tailwinds in cloud, database, and applications. Oracle remains in an accelerating growth phase.

Oracle Corporation (NYSE:ORCL) is not among the 30 most popular stocks among hedge funds, but 124 hedge fund portfolios held it at the end of the second quarter. While Oracle has potential, AI stocks may offer greater upside with less risk. Explore the potential of undervalued AI stocks in a free report.

Read more at Yahoo Finance: Oracle (ORCL) Re-Rated Over 50% in Q2. Here’s Why