Novartis has proved that it can navigate headwinds such as patent cliffs and a slow economy. Shopify's long-term ambitions are off to a great start, given its large addressable market and economic moat.
Shopify stock price has had a strong performance this year as it jumped from the April low of $70 to the current $166. This growth happened as the company's growth trajectory accelerated.
Digital analytics platform Contentsquare has launched a new partnership with Shopify. The collaboration, announced Wednesday (Dec. 17), is designed to combine Shopify's eCommerce platform and Contentsquare's behavioral insights to offer businesses an “end-to-end view of the customer experience — from first interaction through post-purchase.
Merchant solutions continue to grow at a fast pace, demonstrating businesses are thriving on Shopify. International expansion presents a long-term opportunity and could accelerate revenue gains.
The Touchstone Sands Capital International Growth Fund (Class A Shares, Load Waived) underperformed the MSCI ACWI ex-U.S. Index for the quarter ended September 30, 2025. The top absolute contributors to investment results during the quarter were Shopify, Taiwan Semiconductor, and Sea Ltd. The top absolute detractors to investment results were Constellation Software, CTS Eventim AG, and MercadoL...
Microsoft shares underperformed due to concerns about its relationship with OpenAI following the Oracle/OpenAI deal announcement. Vertex Pharmaceuticals lost value following disappointing clinical trial results in one of its pain therapy programs. We initiated a position in Advanced Micro Devices (AMD), a leading provider of high-performance computing and AI solutions.
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