Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. The equity portfolio returned 4.67% compared to 10.94% for the S&P 500 Index. The fixed income portfolio returned 1.97%. CDW Corporation (NASDAQ:CDW) was highlighted as a key stock in the fund, with a 4.04% one-month return and $23.4 billion market cap.

In its investor letter, Oakmark Equity and Income Fund praised CDW Corporation (NASDAQ:CDW) as a leading IT solutions company that has transformed into a comprehensive provider. CDW’s focus on software services has expanded margins, attracting investors despite cyclical pressures. CDW’s stock price has been discounted, offering an opportunity for value investing.

CDW Corporation (NASDAQ:CDW) is not in the top 30 popular stocks among hedge funds. However, in the first quarter of 2025, CDW reported net sales of $5.2 billion, up 8% from the previous year. While CDW has potential, some AI stocks are seen as offering greater upside potential with less downside risk. Investors seeking undervalued AI stocks can explore opportunities in the market.

Read more at Yahoo Finance: What Makes CDW Corporation (CDW) an Attractive Investment?