Palantir Technologies Inc.

• Polen Capital 5Perspectives Growth Opportunities Polen 5Perspectives Growth Opportunities 2Q 2026 Portfolio Manager Commentary ↗ Polen 5Perspectives Growth Opportunities increased Technology exposure, adding semiconductor and neocloud positions funded by reductions in Industrials, Financials, and Consumer Discretionary. Bloom Energy, Advanced Micro Devices, and Nebius Group benefited from AI infrastructure demand, while Fastly, BWX Technologies, and Palantir Technologies lagged amid selective positioning. 2Q 2026 +25.2% AMD $773BBE $60BBWXT $14BFSLY $3.6B
• RGA Investment Advisors The Great Divide: Why the Stock Market is So Concentrated and Where We Are Finding Opportunities ↗ RGA Investment Advisors argues that index concentration, retail speculation and AI enthusiasm have widened valuation opportunities, particularly in healthcare and selected mega-cap technology. The firm defends Alphabet’s vertically integrated AI position and adds Capital One after its Discover acquisition, citing network ownership, integration capabilities and a stronger payments franchise. Q3 2025 — COF $133BGOOGL $4.2TDFS delistedMA $503B

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