Janus Henderson Investors released its third-quarter 2025 investor letter for the Global Sustainable Equity Fund, reporting a 2.95% return. Global equities continued rallying in Q3 due to monetary policy changes and AI growth. The fund’s top five holdings for 2025 are detailed in the letter, available for download.

In their Q3 2025 investor letter, Janus Henderson Global Technology and Innovation Fund highlighted TE Connectivity Ltd. (NYSE: TEL). The company manufactures connectivity and sensor solutions, with shares gaining 4.69% in one month and 59.92% over the last 52 weeks. TE Connectivity plc (NYSE: TEL) closed at $232.69 per share on December 23, 2025.

TE Connectivity plc (NYSE: TEL) reported record sales, operating margin, and cash generation in Q3 2025. The company benefits from AI strength, demand in renewables, and the electric grid. As a global leader in connectors and sensors, TE Connectivity designs devices for industries like AI, automotive, and energy. The company is well-positioned to navigate tariffs due to its revenue and manufacturing distribution.

TE Connectivity plc (NYSE: TEL) is not among the 30 Most Popular Stocks Among Hedge Funds for 2024 Q3. However, 60 hedge fund portfolios held TEL at the end of Q3 2025, up from 47 in the previous quarter. While TEL shows investment potential, some AI stocks may offer greater upside potential with lower downside risk.

Read more at Yahoo Finance: Is TE Connectivity (TEL) a Resilient Stock?