Madison Investments released its second-quarter 2025 investor letter for the Madison Large Cap Fund, showing a 3.1% increase for Class Y, compared to the S&P 500’s 10.9% gain. CDW Corporation (NASDAQ:CDW) was highlighted, with a one-month return of 3.35% and shares at $179.59 on July 18, 2025, marking a market cap of $23.649 billion.

In the investor letter, Madison Large Cap Fund mentioned initiating positions in CDW Corporation (NASDAQ:CDW), Airbnb, and Gartner, while selling Berkshire Hathaway. CDW Corporation is a value-added IT reseller with a broad customer base and strong growth potential. The company’s shares fell due to proposed tariffs, but its margins are expected to remain stable.

CDW Corporation (NASDAQ:CDW) saw 44 hedge fund portfolios holding its stock at the end of the first quarter, up from 46 in the previous quarter. The company reported net sales of $5.2 billion in the first quarter, showing an 8% increase in average daily sales. While CDW Corporation has investment potential, some AI stocks may offer greater upside potential and less downside risk.

Read more at Yahoo Finance: CDW Corporation (CDW) Moved Higher Tied to Industry Tailwinds