CDW Corporation (CDW) was linked to industry tailwinds
Madison Investmentthe investment advisor has released the 2025 investor letter for “Madison Large Cap Fund.” A copy of a letter can do so I downloaded it from here. In the second quarter, the fund (Class Y) rose 3.1% compared to the 10.9% gain on the S&P 500 index. Plus, check out our top 5 holdings funds to find out the best picks of 2025.
In a second quarter of 2025 investor letter, Madison Large Cap Fund was announced by CDW Corporation (NASDAQ:CDW). CDW Corporation (NASDAQ: CDW) is an information technology (IT) solution provider. CDW Corporation (NASDAQ:CDW)’s one-month return was 3.35%, with its shares losing 22.76% over the past 52 weeks. On July 18, 2025, CDW Corporation (NASDAQ: CDW) shares closed at $179.59 per share, with a market capitalization of $23.69 billion.
In its second quarter 2025 investor letter, Madison Large Cap Fund said the following about CDW Corporation (NASDAQ: CDW).
“Portfolio activities picked up in the second quarter. We started our position on Airbnb. CDW Corporation (NASDAQ: CDW) and Gartner and Berkshire Hathaway were sold. CDW Corporation is a value-added reseller for IT hardware and software products and is a wide range of small and medium-sized customers. We partner with over 1,000 vendors to provide over 100,000 products to over 250,000 customers. With an eye-opening range of products and services, CDW benefits from the growth of the technology industry as a whole without being exposed to major exposure to individual product and technology trends. The company has an excellent track record of capturing share within highly fragmented markets. At the beginning of the second quarter, CDW shares fell in response to the proposed tariffs. However, as a value-added reseller without direct manufacturing exposure, we expect CDW margins to be relatively insulated from the effects of higher costs. Many CDW customers also believe they are maintaining some of their IT hardware assets beyond their useful life and expect to run into exchange demand in the near future. ”
IT executive reviewing hardware solutions blueprints and schematic diagrams.
CDW Corporation (NASDAQ: CDW) is not on our list 30 Most Popular Stocks of Hedge Funds. According to the database, the 44 hedge fund portfolio held CDW Corporation (NASDAQ:CDW) at the end of the first quarter. This was 46 in the last quarter. Reported in the first quarter by CDW Corporation (NASDAQ: CDW) Net sales Of the $5.2 billion, this is an 8% increase on average daily sales basis. While acknowledging the potential of CDW Corporation (NASDAQ: CDW) as an investment, we believe certain AI stocks offer a greater reverse chance and pose a risk of decline. If you’re looking for a highly undervalued AI stock that can make a significant profit from the tariff and supervision trends of the Trump era, check out our free report. Best Short-Term AI Stocks.