Harbor International Compounders ETF Q4 2025 Portfolio Review [Seeking Alpha]
RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) (RELX)
US:NYSE Investor Relations:
relx.com/investors/investor-overview
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Source: Seeking Alpha
Prosus, RELX, and Linde detracted the most. Key contributors to performance in the quarter were AstraZeneca and SSE. During the quarter, we purchased Contemporary Amperex Technology, MercadoLibre, Rheinmetall, Tesco, and added further to Prosus. We sold our positions in Novo Nordisk, Atlas Copco, SMC, Ferguson, and Diageo. Hanizam/iStock via Getty Images The following segment was excerpted from the Harbor International Compounders ETF Q4 2025 Commentary. Contributors & Detractors Prosus ( PROSY ), RELX ( RELX ), and Linde ( LIN ) detracted the most. Although Prosus reported strong This article was written by Quick Insights AZN management reaffirmed confidence in achieving a mid-30% margin in 2026 and $80bn revenue by 2030, driven by oncology momentum and disciplined cost control. PROSY faces risks from rapid AI-driven changes in consumer behavior and intensifying competition, which could pressure future growth despite recent strong results. SSEZY's FY30 guidance
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