Cooper Investors Global Equities Fund’s second quarter 2025 investor letter revealed a 5.21% return, outperforming the MSCI AC World Index Net Divs in Australia. CDW Corporation (NASDAQ:CDW) was highlighted as a stock pick, with a one-month return of 3.37% and a market cap of $23.141 billion on July 16, 2025.

CDW Corporation (NASDAQ:CDW) is the largest IT reseller in North America, serving as a sales and marketing provider for hardware and software vendors. Cooper Investors Global Equities Fund exited its investment in CDW due to weak IT hardware spending trends and customer base challenges.

CDW Corporation (NASDAQ:CDW) was not among the 30 most popular stocks among hedge funds in the first quarter, with 44 hedge fund portfolios holding the stock. CDW reported net sales of $5.2 billion in the first quarter, showing potential as an investment, but the fund sees greater potential in certain AI stocks.

Oakmark Equity and Income Fund’s views on CDW Corporation (NASDAQ:CDW) were shared in another article, emphasizing the company’s attractiveness as an investment. For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q2 2025 page for insights and analysis.

Read more at Yahoo Finance: Here’s Why CDW Corporation (CDW) Declined in Q2