Madison Large Cap Fund Believes in CDW Corporation’s (CDW) Long-Term Prospects

4 weeks ago 2

Soumya Eswaran

Tue, February 24, 2026 astatine 7:26 AM CST 3 min read

Madison Investments, an concern advisor, released its fourth-quarter 2025 capitalist missive for the “Madison Large Cap Fund”. A transcript of the missive tin beryllium downloaded here. In the 4th quarter, the S&P 500 returned 2.65%, resulting successful a full-year instrumentality of 17.9% for 2025. Over the past 3 years, the Index has achieved yearly maturation of implicit 21%. Following the caller trends, marketplace enactment was defined by High Beta and Momentum factors, with constrictive participation. However, successful the 4th quarter, the marketplace saw flimsy improvements successful antecedently lagging sectors similar Healthcare, Financials, and Consumer Discretionary. Still, mega-cap exertion companies remained the superior drivers of the S&P 500's wide return, indicating precocious banal concentration. Against this backdrop, the Madison Large Cap Fund (Class I) appreciated 3.43% compared to the S&P 500 Index’s 2.65% return. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Madison Large Cap Fund highlighted stocks similar CDW Corporation (NASDAQ:CDW). CDW Corporation (NASDAQ:CDW) is an accusation exertion (IT) solutions company. On February 23, 2026, CDW Corporation (NASDAQ:CDW) banal closed astatine $123.13 per share. One-month instrumentality of CDW Corporation (NASDAQ:CDW) was -3.35%, and its shares mislaid 34.05% implicit the past 52 weeks. CDW Corporation (NASDAQ:CDW) has a marketplace capitalization of $16.138 billion.

Madison Large Cap Fund stated the pursuing regarding CDW Corporation (NASDAQ:CDW) successful its 4th fourth 2025 capitalist letter:

"The bottommost 5 detractors for the 4th were Fiserv, CDW Corporation (NASDAQ:CDW), Copart, Progressive, and Texas Instruments. CDW, a value-added reseller of exertion products, reported improving gross growth. However, operating expenses grew faster successful the quarter, truthful net maturation was muted. Longer term, we judge that expenses volition beryllium held successful cheque and net maturation volition prime backmost up."

Is CDW Corporation (CDW) Mid-Cap IT Stock Outperforming The Market In 2025?

CDW Corporation (NASDAQ:CDW) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 57 hedge money portfolios held CDW Corporation (NASDAQ:CDW) astatine the extremity of the 4th quarter, up from 48 successful the erstwhile quarter. In Q4 2025, CDW Corporation reported consolidates nett income (NASDAQ:CDW) of $5.5 billion, up 5% from Q4 2024. While we admit the imaginable of CDW Corporation (NASDAQ:CDW) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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