What Provides InsuletCorp. (PODD) With a Durable Competitive Advantage?

23 hours ago 5

Soumya Eswaran

Thu, January 8, 2026 astatine 8:33 AM CST 2 min read

Parnassus Investments, an concern absorption company, released the “Parnassus Mid Cap Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Following a robust 2nd 4th successful which markets rebounded from the sell-off, the Russell Mid Cap Index continued to rise, delivering awesome returns for the quarter. The Fund (Investor Shares) returned 5.49% (net of fees) successful the quarter, compared to a 5.33% instrumentality for the Russell Midcap Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Parnassus Core Equity Fund highlighted stocks specified arsenic Insulet Corporation (NASDAQ:PODD). Insulet Corporation (NASDAQ:PODD) develops and manufactures insulin transportation systems. On January 7, 2026, Insulet Corporation (NASDAQ:PODD) banal closed astatine $299.17 per share. One-month instrumentality of Insulet Corporation (NASDAQ:PODD) was 1.70%, and its shares gained 10.66% of their worth implicit the past 52 weeks. Insulet Corporation (NASDAQ:PODD) has a marketplace capitalization of $21.059 billion.

Parnassus Core Equity Fund stated the pursuing regarding Insulet Corporation (NASDAQ:PODD) successful its 3rd 4th 2025 capitalist letter:

"Insulet Corporation (NASDAQ:PODD) is the sole shaper of a tubeless insulin pump to dainty diabetes. The institution has durable competitory advantages from its intelligence spot and proprietary accumulation processes. Insulet's addressable marketplace has the imaginable to importantly summation if it expands from Type 1 diabetics to the larger colonisation of Type 2 diabetics."

Insulet Corporation (NASDAQ:PODD) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 56 hedge money portfolios held Insulet Corporation (NASDAQ:PODD) astatine the extremity of the 3rd quarter, up from 53 successful the erstwhile quarter. While we admit the imaginable of Insulet Corporation (NASDAQ:PODD) 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.

In another article, we covered Insulet Corporation (NASDAQ:PODD) and shared the database of champion maturation stocks to bargain successful 2026. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.