Celsius Holdings, Inc.

• FA Fred Alger Management, LLC Alger Mid Cap Growth Fund Commentary ↗ Alger Mid Cap Growth Fund favored AI-infrastructure beneficiaries Astera Labs, Nebius Group and Comfort Systems USA, citing hyperscaler demand for connectivity, cloud capacity and data-center construction. GFL Environmental, Celsius Holdings and QXO detracted as acquisition financing, margin concerns and softer building-products markets weighed on sentiment. 2nd Quarter 2026 ALAB $66BCELH $6.8BFIX $61B +3
• RGA Investment Advisors Working with AI, Thinking with Discipline ↗ RGA Investment Advisors is formalizing AI use in research through proprietary-note queries, specialized risk agents and Claude Code automations, while retaining human judgment and adversarial review. The firm added Celsius Holdings and Lattice Semiconductor, and argues that Amazon’s logistics network and Lattice’s efficient FPGAs are well placed for AI application-layer demand. Q4 2025 LSCC $18BAMZN $2.7TDASH $83B +1
• CE Choice Equities 2025 Q2 Investor Letter ↗ Choice Equities Fund added opportunistically to Magnite amid volatility and argues that streaming advertising, customer wins and potential ad-tech remedies can support its outlook. It also backs Genius Sports on renewed sports-data rights and Modine on data-center cooling demand, portfolio reshaping and operational improvements. second quarter 2025 GENI $1.8BMGNI $3.6BMOD $9.7B

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