CDW Corporation (CDW) Moved Higher Tied to Industry Tailwinds
In its second quarter 2025 investor letter, Madison Large Cap Fund highlighted stocks such as CDW Corporation (NASDAQ:CDW). CDW Corporation (NASDAQ:CDW) is an information technology (IT) solutions provider. The one-month return of CDW Corporation (NASDAQ:CDW) was 3.35%, and its shares lost 22.76% of their value over the last 52 weeks. On July 18, 2025, CDW Corporation (NASDAQ:CDW) stock closed at $179.59 per share, with a market capitalization of $23.649 billion.
Madison Large Cap Fund stated the following regarding CDW Corporation (NASDAQ:CDW) in its second quarter 2025 investor letter:
"Portfolio activity picked up in the second quarter. We initiated positions in Airbnb, CDW Corporation (NASDAQ:CDW) and Gartner and sold Berkshire Hathaway. CDW Corporation is a value-added reseller of IT hardware and software products to a broad array of small- and medium-sized customers. It partners with over 1,000 vendors to provide more than 100,000 products to its 250,000+ customers. With a dizzying breadth of products and services, CDW benefits from overall technology industry growth, without being heavily exposed to any individual product or technology trend. The company has an excellent track record of gaining share within its highly fragmented markets, which we expect will continue. Early in the second quarter, CDW's shares fell in response to the proposed tariffs, which if implemented, could lead to higher IT hardware prices and have an impact on near-term demand trends. However, as a value-added reseller without direct manufacturing exposure, we expect CDW's margins to be relatively insulated from the effects of higher costs. We also believe many of CDW's customers have maintained some of their IT hardware assets beyond their useful lives, and expect that there will be a bump in replacement demand in the near future."
An IT Executive reviewing blueprints and schematics for a hardware solution.
CDW Corporation (NASDAQ:CDW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 44 hedge fund portfolios held CDW Corporation (NASDAQ:CDW) at the end of the first quarter, which was 46 in the previous quarter. In the first quarter, CDW Corporation (NASDAQ:CDW) reported net sales of $5.2 billion, up 8% on an average daily sales basis. While we acknowledge the potential of CDW Corporation (NASDAQ:CDW) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered CDW Corporation (NASDAQ:CDW) and shared Cooper Investors Global Equities Fund's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
Connectez-vous pour accéder à votre portefeuille
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
3 minutes ago
- Yahoo
Talen Energy (TLN) Gains Following Strategic Acquisition
The share price of Talen Energy Corporation (NASDAQ:TLN) surged by 16.94% between July 15 and July 22, 2025, putting it among the Energy Stocks that Gained the Most This Week. High-voltage power lines. Electricity distribution station. high voltage electric transmission tower. Distribution electric substation with power lines and transformers. Talen Energy Corporation (NASDAQ:TLN) is a leading independent power producer and energy infrastructure company with 10.7 GW of generation assets, including 2.2 GW of nuclear power. Talen Energy Corporation (NASDAQ:TLN) soared to an all-time high this week after the company announced a $3.8 billion deal to acquire two gas-fired plants from Caithness Energy and BlackRock. Natural gas has emerged as a primary candidate to power the AI boom, so the two plants, with a combined capacity of nearly 3 GW, will help Talen meet the growing power demand from data centers. Talen Energy Corporation (NASDAQ:TLN) also made headlines last month after it was announced that Amazon had signed a deal with the utility to secure 1.92 GW of carbon-free electricity for AWS data centres. Moreover, Talen Energy Corporation (NASDAQ:TLN) received a boost after President Trump recently announced an investment of more than $90 billion from private companies across tech, energy, and finance to turn Pennsylvania into a hub for artificial intelligence. While we acknowledge the potential of TLN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Nuclear Energy Stocks to Buy Right Now and The 5 Energy Stocks Billionaires are Quietly Piling Into. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 minutes ago
- Yahoo
Lisa Su Says AI Chip Demand Could Top $500 Billion In Just A Few Years — Says US Must Rapidly Scale Manufacturing To Keep Up With Elon Musk, Sam Altman
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su has projected explosive growth in AI chip demand while warning that the U.S. must rapidly expand its manufacturing capacity to stay ahead in the global AI arms race. What Happened: Speaking at an AI policy summit hosted by the Hill & Valley Forum and the "All-In" podcast on Wednesday, Su said AI chip demand could soar to more than $500 billion within a couple of years, driven by surging infrastructure needs from companies like Elon Musk's xAI and Sam Altman's OpenAI. "We're imagining that just the accelerator market—so the chips for these AI large computing systems—will be like over $500 billion in a couple of years," Su said, citing the need for rapid scaling in both chip design and manufacturing. Trending: 7,000+ investors have joined Timeplast's mission to eliminate microplastics— She stressed that meeting this demand would require scaling "the entire ecosystem," not just silicon production. "The U.S. is going to be a huge piece of it," she added, calling the Donald Trump administration's AI Action Plan "a really excellent blueprint" for supporting growth. Su also predicted a "Cambrian explosion" of chip diversity, saying AI's spread across science, manufacturing, personal devices, and more will require various custom-designed chips beyond just GPUs. "I am a believer in there will be diversity of chips," she said. Why It's Important: On Wednesday, Trump unveiled a trio of executive orders as part of his 'AI Action Plan,' aiming to strengthen U.S. leadership in artificial intelligence. The orders seek to fast-track data center permitting, launch an American AI Exports Program to promote U.S. AI technology globally, and ban the use of ideologically biased AI—such as systems promoting diversity, equity, and inclusion (DEI)—in federal agencies. Trump's push to reshore manufacturing has prompted major companies to revamp their strategies and boost investments in the this year, Apple Inc. (NASDAQ:AAPL) announced a $500 billion investment to expand domestic manufacturing, while Nvidia Corporation (NASDAQ:NVDA) plans to produce AI servers worth up to $500 billion in the country. Other tech giants, including Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and IBM (NYSE:IBM) have also unveiled significant U.S. investment initiatives in response to the policy Next: $100k+ in investable assets? Match with a fiduciary advisor for free to learn how you can maximize your retirement and save on taxes – no cost, no obligation. If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Photo courtesy: jamesonwu1972 On This article Lisa Su Says AI Chip Demand Could Top $500 Billion In Just A Few Years — Says US Must Rapidly Scale Manufacturing To Keep Up With Elon Musk, Sam Altman originally appeared on
Yahoo
15 minutes ago
- Yahoo
Talen Energy (TLN) Gains Following Strategic Acquisition
The share price of Talen Energy Corporation (NASDAQ:TLN) surged by 16.94% between July 15 and July 22, 2025, putting it among the Energy Stocks that Gained the Most This Week. High-voltage power lines. Electricity distribution station. high voltage electric transmission tower. Distribution electric substation with power lines and transformers. Talen Energy Corporation (NASDAQ:TLN) is a leading independent power producer and energy infrastructure company with 10.7 GW of generation assets, including 2.2 GW of nuclear power. Talen Energy Corporation (NASDAQ:TLN) soared to an all-time high this week after the company announced a $3.8 billion deal to acquire two gas-fired plants from Caithness Energy and BlackRock. Natural gas has emerged as a primary candidate to power the AI boom, so the two plants, with a combined capacity of nearly 3 GW, will help Talen meet the growing power demand from data centers. Talen Energy Corporation (NASDAQ:TLN) also made headlines last month after it was announced that Amazon had signed a deal with the utility to secure 1.92 GW of carbon-free electricity for AWS data centres. Moreover, Talen Energy Corporation (NASDAQ:TLN) received a boost after President Trump recently announced an investment of more than $90 billion from private companies across tech, energy, and finance to turn Pennsylvania into a hub for artificial intelligence. While we acknowledge the potential of TLN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Nuclear Energy Stocks to Buy Right Now and The 5 Energy Stocks Billionaires are Quietly Piling Into. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data