Carillon Tower Advisers released its third-quarter 2025 investor letter, showcasing the S&P 500 Index’s 13.7% year-to-date returns. Growth and momentum were key market drivers, with a heavy reliance on AI deployment. The fund’s top five holdings for 2025 can be found in the letter.

In its investor letter, Carillon Eagle Growth & Income Fund highlighted Broadcom Inc. (NASDAQ: AVGO), a technology leader with a 0.18% one-month return and 102.77% gain over 52 weeks. On November 11, 2025, AVGO closed at $351.96 per share, boasting a market cap of $1.662 trillion.

Carillon Eagle Growth & Income Fund praised Broadcom Inc. (NASDAQ: AVGO) as a key AI computing power provider, expecting revenue growth from recent customer wins. The company’s semiconductor technology continues to attract new customers, positioning it for revenue growth over the next few years.

Broadcom Inc. (NASDAQ: AVGO) holds the 12th spot on the list of 30 Most Popular Stocks Among Hedge Funds. With 156 hedge fund portfolios invested in AVGO in Q2 2025, the company reported record revenue of $16 billion in its fiscal third quarter. While AVGO shows promise, some AI stocks may offer greater potential with less risk.

Read more at Yahoo Finance: Here’s What Lifted Broadcom (AVGO) in Q3