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Stock impact report

abrdn Global Infrastructure Fund Q4 2025 Commentary [Seeking Alpha]

Loma Negra Compania Industrial Argentina Sociedad Anonima ADS (LOMA) 
US:NYSE Investor Relations: investors.lomanegra.com
Company Research Source: Seeking Alpha
In terms of individual stock positive contributors, Loma Negra Compania Industrial Argentina, the Argentinian cement company, performed strongly. The focus within energy remains on high-quality midstream businesses with long-term take-or-pay contracts, particularly those exposed to gas. Pla2na/iStock via Getty Images Fund performance The abrdn Global Infrastructure Fund ( AIAFX ) outperformed its benchmark in the fourth quarter of 2025. Total Returns (as of 12/31/25) Class A w/o sales charges Class A with sales charges Institutional Class This article was written by Quick Insights Outperformance was led by positive stock selection, notably LOMA, SSEZY, and RWEOY, and strategic sector positioning in energy, utilities, and transport infrastructure. The Fund targets midstream gas, regulated utilities, and emerging-market transport, capitalizing on AI-driven power demand, energy transition, and urbanization for long-term growth. Risks include sector-specific set Show less Read more
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