Sustainable Growth Advisers released its Q4 2025 investor letter for its U.S. Large Cap Growth Strategy, with a 0.3% return compared to the Russell 1000 Growth Index’s 1.1% and the S&P 500 Index’s 2.7%. Alphabet Inc. (NASDAQ:GOOG) contributed to the strategy’s performance, closing at $324.40 per share on February 9, 2026. The company saw accelerating growth in core businesses and strong execution in AI-enabled products. Despite regulatory pressures, Alphabet’s diversified revenue streams position it for continued growth. In Q4 2025, Alphabet achieved its first-ever $400 billion annual revenue, but some AI stocks may offer greater upside potential.

Read more at Yahoo Finance: SGA U.S. Large Cap Growth Strategy’s Top Performer: Alphabet (GOOG)