The Sage Group plc

• LT Lindsell Train Limited Finsbury Growth & Income Trust PLC Factsheet ↗ Finsbury Growth & Income Trust argues that Rightmove’s engagement, proprietary data and AI tools strengthen its platform despite weak UK housing activity. It also cites Sage and LSEG as data-rich incumbents benefiting from AI, and initiated two small new holdings in businesses with underexploited proprietary data. July 2026 RMVEY $3.7BLDNXF $54BSGGEF $13B
• AP Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary ↗ Artisan Global Opportunities Fund added Spotify, L3Harris Technologies, Insmed, 3i Group, West Pharmaceutical and Amazon, elevating Amazon to its largest position. It exited Atlassian, Adidas and Vertex Pharmaceuticals, trimmed several software and health care holdings, and shifted technology exposure toward AI infrastructure beneficiaries while retaining conviction in selected health care franchises. Q3 2025 ADDDF $30BAMZN $2.7TARGNF $53B +13
• FF Forager Funds Management Monthly Report | July 2026 ↗ Forager International Shares Fund benefited as investor concern over AI spending supported its software investments. OBIC Business Consultants raised prices after reporting profit growth, while Sage Group sustained accelerating organic growth and Tetra Tech built a record engineering backlog. July 2026 —

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