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For 2025, we underperformed the Benchmark, while to a lesser extent also trailing our all-cap international growth Proxy Benchmark. The underperformance was in our view attributable to an abrupt but material correction in several holdings over the potential exposure of quality growth franchises to AI disruption. Lundin Mining Corporation shares rose meaningfully during the fourth quarter after the company raised its…

Impax International Sustainable Economy Fund portfolio marginally underperformed MSCI EAFE benchmark, driven primarily by stock-specific effects and style tilts. AstraZeneca's stock has an attractive Sustainability Lens profile with opportunities in Health Care Access & Innovation and Wellbeing. RELX's stock has a high Corporate Resilience score due primarily to environmental and social risk management practices.

Tokyo Electron Ltd. (OTCMKTS:TOELY - Get Free Report)'s stock price gapped up prior to trading on Friday. The stock had previously closed at $125.77, but opened at $135.26. Tokyo Electron shares last traded at $129.58, with a volume of 274,228 shares traded. Wall Street Analyst Weigh In Separately, Zacks Research lowered Tokyo Electron from

Tokyo Electron is capitalizing on robust semiconductor CAPEX, particularly in DRAM and NAND memory equipment markets. Q3FY26 sales rose 11% YoY, driven by strong demand from South Korea, Taiwan, and data center memory applications. Despite positive industry catalysts and raised estimates, current valuation appears stretched; I move to a HOLD rating and suggest profit-taking.

As a whole, large-cap semiconductor stocks performed impressively in 2025. The performance of the iShares Semiconductor ETF NASDAQ: SOXX demonstrates this.