Workday, Inc.

• AP Artisan Partners Artisan Global Value Fund Quarterly Commentary ↗ Artisan Global Value Fund argues that AI investment is driving unusually capital-intensive productivity at Alphabet, Meta, Amazon and Microsoft, while creating both opportunity and disruption fears across software. The fund added to Heidelberg Materials and Elevance Health amid regulatory and energy concerns, while retaining conviction in Samsung Electronics, Shell, TotalEnergies and Novartis. Q1 2026 AMZN $2.7TAXP $211BELV $91B +8

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