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Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to download here. In 2025, the strategy returned +3.1% (gross) and +3.0% (net), resulting in the year-to-date return of 16.7% (gross) and +16.0% (net). Discussions on a potential bubble in Artificial Intelligence (AI) markets were a significant feature of 2025, especially in Q4, contributing to a pullback in AI stocks as investors expressed fears of an upcoming downturn. President Trump’s erratic trade and foreign policies were another challenge faced by the market in 2025. In addition, you can check the Strategy’s top 5 holdings to determine its best picks for 2025.
In its fourth-quarter 2025 investor letter, Emerald Growth Equity Strategy highlighted Thermo Fisher Scientific Inc. (NYSE:TMO) as one of its leading contributors. Thermo Fisher Scientific Inc. (NYSE:TMO) is a life science and clinical research company focusing on providing life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services. On March 16, 2026, Thermo Fisher Scientific Inc. (NYSE:TMO) stock closed at $470.00 per share. One-month return of Thermo Fisher Scientific Inc. (NYSE:TMO) was -6.30%, and its shares lost 9.88% over the past 52 weeks. Thermo Fisher Scientific Inc. (NYSE:TMO) has a market capitalization of $174.598 billion.
Emerald Growth Equity Strategy stated the following regarding Thermo Fisher Scientific Inc. (NYSE:TMO) in its fourth quarter 2025 investor letter:
“Alphabet and Thermo Fisher Scientific Inc. (NYSE:TMO) were also meaningful contributors during the quarter. Thermo Fisher, meanwhile, was rediscovered by investors as a leading beneficiary of the onshoring of healthcare R&D and manufacturing to the United States.”
Thermo Fisher Scientific Inc. (NYSE:TMO) is in 34th position on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 113 hedge fund portfolios held Thermo Fisher Scientific Inc. (NYSE:TMO) at the end of the fourth quarter, compared to 121 in the previous quarter. While we acknowledge the potential of Thermo Fisher Scientific Inc. (NYSE:TMO) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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