Janus Henderson Concentrated Growth Managed Account Q3 2025 Portfolio Review
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Janus Henderson Investors3.6K FollowersFollow5ShareSavePlay(4min)CommentsSummaryApple’s stock faced headwinds earlier in 2025 because of sluggish iPhone sales, weaker consumer spending in China, and uncertainty about tariffs.Marvell has been a beneficiary of increasing demand for data infrastructure – primarily custom silicon – through its relationship with Amazon.Oracle reported strong second-quarter results and exceptional forward guidance, especially for its Oracle Cloud Infrastructure business.As one of the world's dominant chip manufacturers, TSMC is the leading supplier of graphic processing units for companies, such as NVIDIA, that are at the forefront of the AI buildout. ArLawKa AungTun/iStock via Getty Images The following segment was excerpted from the Janus Henderson Concentrated Growth Managed Account Q3 2025 Commentary. Portfolio review An underweight position in device and services company Apple (AAPL) detracted from relative performance, as theThis article was written byJanus Henderson Investors3.6K FollowersFollowJanus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. While our investment managers have the flexibility to follow approaches best suited to their areas of expertise, overall our people come together as a team. This is reflected in our Knowledge. Shared ethos, which informs the dialogue across the business and drives our commitment to empowering clients to make better investment and business decisions.www.janushenderson.com