In Q3 2026, the Polen Focus Growth Portfolio achieved a net return of 4.46%, outperforming the index return of 0.92%. Key contributors to this strong performance were holdings in ServiceNow, Shopify, and Microsoft. Conversely, Nvidia, Apple (which was not owned), and Lam Research were the largest detractors. The portfolio also saw new investments in Adyen, ASML, Quanta Services, and Seagate Technology, while positions in MSCI and Rollins were sold. This performance highlights the portfolio's active management and focus on quality growth stocks.
Microsoft leads with a market cap of $3.96 trillion and trades at USD 532.06, down 0.31% as of Oct 15, 2026, 17:31 WIB on Pluang. Shopify, another key contributor to Polen Focus Growth Portfolio, is priced at USD 167.77 but shows a 2.74% decline on the same day. ServiceNow, also a top performer in the portfolio, trades at USD 139.79 with a slight 0.14% drop. These figures highlight the current trading environment for some of the portfolio's major holdings.
Stagwell and ServiceNow have announced a three-year collaboration to transform enterprise marketing through AI. Stagwell will provide ServiceNow access to its AI-powered operating system, The Machine, to unify marketing operations and enhance decisio...
ServiceNow is recognized by analysts Jefferies and BNP Paribas as a strong investment, with BNP Paribas raising its price target to $160, about 14% above recent prices. The company’s growth is driven by stable subscription revenue, strong remaining p...
ServiceNow remains a Strong Buy as its business fundamentals hold strong despite recent valuation increases driven by AI developments. The company launched Flow, a conversational AI-native service desk, aiming to expand into new markets and compete w...
ServiceNow's AI business recently crossed $1 billion in annual contract value, with management aiming for $1.5 billion by the end of 2026. Despite a recent stock selloff, analysts see strong growth potential, driven by 24.5% subscription revenue grow...
Bank of America upgraded Salesforce stock from Underperform to Buy, raising its price target to $285, arguing that fears of AI disrupting enterprise software were overblown. Salesforce shares rose 3% following the upgrade, despite being down 9% year-...
