Sempra

• DA Davenport Asset Management The Davenport Funds Quarterly Update: Second Quarter Update 2025 ↗ Davenport Funds argues that tariff and geopolitical fears receded faster than their economic effects could materialize, supporting a disciplined focus on undervalued cyclical and consumer opportunities. The managers added Quanta Services, UnitedHealth and Analog Devices, reintroduced Alexandria Real Estate, built casino positions in Wynn and Caesars, and initiated Sempra, Applied Materials, Builders FirstSource and International Flavors & Fragrances after insider buying. Second Quarter 2025 AMAT $314BARE $7.1BASTS $16B +13

All coverage of SRE →