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Lam Research Corp.

1 letter discussing 0JT5. Everything written about it on this site is on its ticker page.

Sands Capital — Select Growth Fund Fund Manager Commentary The Touchstone Sands Capital Select Growth Fund shifted toward a more balanced allocation between AI infrastructure suppliers and cloud providers as cloud operating results improved and compute demand remained constrained. It initiated Palantir for enterprise AI exposure and exited Axon and Ultragenyx after reassessing their relative opportunities and risks. 3Q/2026 —