Wolters Kluwer N V

• BA Bell Asset Management Bell Global Emerging Companies Fund Class A Active ETF Fund Summary ↗ Bell Global Emerging Companies Fund retained Wolters Kluwer, Experian, Teradyne and Fujikura, arguing that proprietary data, embedded workflows and AI infrastructure demand support their long-term prospects. The portfolio initiated CRH and Prysmian for infrastructure, grid-modernisation and data-centre demand, while exiting ORIX and Mettler Toledo after valuations became less attractive. October 2026 CRH $62BEXPGF $34BFJIKY $29B +5
• MI Mawer Investment Management Mawer Quarterly ↗ Mawer Investment Management added selectively to AI-infrastructure beneficiaries, then trimmed positions whose prices had outrun fundamentals, including SK Hynix and Amphenol. It exited Wolters Kluwer and Kone, added to Shopify on weakness, and redeployed Canadian bank proceeds toward Onex, Intact Financial and other diversified financial and infrastructure businesses. Second Quarter 2026 2059 $23B402340 $75BAAON $6.6B +13
• TA Troy Asset Management Investment Report No.88 April 2026 ↗ Troy Multi-Asset Strategy cut gold after its sharp advance and took profits in Alphabet and Microsoft as AI investment spending and valuation risk intensified. The strategy retained short-duration inflation protection and yen exposure, arguing that Gulf-war supply shocks, persistent inflation and crowded risk assets warrant proactive stock selection. first quarter of 2026 GOOGL $3.6TMSFT $3.9T

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