ClearBridge Investments released its second-quarter 2025 investor letter, noting growth stocks led the market rebound with the Russell 3000 Growth Index rising 17.6% and outperforming the Value Index by over 1,300 basis points. The Strategy underperformed its benchmark in the same quarter, with top five holdings available for review.

Synopsys, Inc. (SNPS) was highlighted in ClearBridge’s investor letter as a leader in electronic design automation software, with a -5.11% one-month return and 16.16% gain over 52 weeks. On August 29, 2025, SNPS closed at $603.32 per share with a $111.641 billion market cap, benefiting from its relationship with NVIDIA, according to Jim Cramer.

ClearBridge’s investor letter mentioned Synopsys, Inc. (SNPS) as a strategic addition to their portfolio, emphasizing the company’s leadership in electronic design automation software and custom chip designs within a duopoly market. While 66 hedge fund portfolios held SNPS at the end of the second quarter, ClearBridge sees potential in AI stocks with greater upside.

Read more at Yahoo Finance: What Makes Synopsys (SNPS) a Good Investment?