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Stock impact report

Allspring Large Cap Growth Fund Q4 2025 Commentary [Seeking Alpha]

Johnson Controls International plc Ordinary Share (JCI) 
Last johnson controls international plc ordinary share earnings: 5/1 06:00 am Check Earnings Report
US:NYSE Investor Relations: investors.johnsoncontrols.com
Company Research Source: Seeking Alpha
Holdings within information technology and consumer discretionary detracted from returns. Security selection within industrials, along with select health care holdings, contributed positively to performance. narvo vexar/iStock via Getty Images Market review 2025 in review U.S. equities delivered a third consecutive year of positive returns in 2025, with gains once again concentrated in growth-oriented parts of the market. Stocks in the IT and communication services sectors remained This article was written by Quick Insights Returns lagged the benchmark due to market concentration in mega-cap AI names, a late-year rotation into value, and quality growth stocks being temporarily out of favor. The fund is overweight high-quality growth franchises and selectively adding to small- and mid-cap growth stocks, expecting a sustained leadership shift and attractive relative valuations. Top contributors like argenx SE and Johnson Controls benefit from secular growth, while d Show less Read more
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