Baker Hughes Co

• AP Artisan Partners Artisan Global Discovery Fund Quarterly Commentary ↗ Artisan Global Discovery Fund added to Sea, Spotify, Baker Hughes and ServiceTitan after share-price weakness, while trimming Coherent, Babcock, iRhythm and MACOM on valuation discipline. The fund initiated Texas Roadhouse, TopBuild and SailPoint, and exited Nemetschek and Samsara as near-term growth prospects and catalysts weakened. Q4 2025 0A3T ALAB $52BARGNF $53B +13
• AP Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary ↗ Artisan Global Opportunities Fund added to Linde, Shopify, Amazon, Woodward and Spotify while opening positions in Edwards Lifesciences, Eli Lilly and Roblox. It exited Netflix, Snowflake and RELX as AI disruption, later-cycle risk or weaker conviction altered the opportunity set, while favoring AI infrastructure, health care and aerospace and defense. Q1 2026 AMZN $2.7TEW $50BGEV $251B +13
• SS Sound Shore Management December 31, 2024 ↗ Sound Shore argues that overlooked companies undergoing operational or strategic transformation offer value beyond concentrated passive indices. The fund cites AI-related exposure through Vistra, Baker Hughes and Oracle, builds cases for Flex and Teva, and sold Boeing after new manufacturing issues delayed its restructuring. fourth quarter of 2024 BA $147BFLEX $34BTEVA $48B

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