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Stock impact report

Janus Henderson Global Sustainable Equity (ADR) Managed Account Q3 2025 Portfolio Review [Seeking Alpha]

PRYSMIAN S.P.A. UNSP/ADR (PRYMY) 
NASDAQ:AMEX Investor Relations: prysmiangroup.com/en/investors
Company Research Source: Seeking Alpha
At the stock level, the largest relative contributors included cables company Prysmian, electrical components manufacturer TE Connectivity, and TSMC. The biggest relative detractors included audio-streaming service Spotify, insurance company Intact Financial, and building products company Saint-Gobain. Weedezign/iStock via Getty Images The following segment was excerpted from the Janus Henderson Global Sustainable Equity (ADR) Managed Account Q3 2025 Commentary Stock selection – particularly in financials and communication services – drove relative underperformance. Some of the portfolio's top-performing companies in the first This article was written by Quick Insights TSMC's leadership in advanced nodes and packaging for AI chips cements its competitive moat, enabling premium pricing and resilient multi-sector growth as AI demand intensifies. Prysmian can source more copper domestically post-Encore Wire acquisition, mitigating tariff impact and strengthening its comp Show less Read more
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