Do You Believe in Intercontinental Exchange’s (ICE) Long-Term Growth Potential?

1 week ago 4

Soumya Eswaran

Wed, December 24, 2025 astatine 6:57 AM CST 3 min read

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the quarter, the marketplace is much focused connected the tailwind of argumentation easing than the headwind of weakening fundamentals, resulting successful important gains contempt stagflation emerging arsenic a cardinal concern. In this environment, the money returned 1.67% (net) during the quarter, compared to 8.13% returns of the S&P 500 Index and 3.53% returns of the secondary benchmark, the CBOE S&P 500 BuyWrite 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, Meridian Hedged Equity Fund highlighted stocks specified arsenic Intercontinental Exchange, Inc. (NYSE:ICE). Intercontinental Exchange, Inc. (NYSE:ICE) is simply a fiscal services institution that offers marketplace infrastructure, information services, and exertion solutions for fiscal institutions, corporations, and authorities entities. The one-month instrumentality of Intercontinental Exchange, Inc. (NYSE:ICE) was 3.84%, and its shares gained 7.64% of their worth implicit the past 52 weeks. On December 23, 2025, Intercontinental Exchange, Inc. (NYSE:ICE) banal closed astatine $161.95 per share, with a marketplace capitalization of $92.704 billion.

Meridian Hedged Equity Fund stated the pursuing regarding Intercontinental Exchange, Inc. (NYSE:ICE) successful its 3rd 4th 2025 capitalist letter:

"Intercontinental Exchange, Inc. (NYSE:ICE) operates a planetary web of exchanges, clearing houses, and information services spanning large plus classes, including energy, equities, fixed income, and U.S. residential mortgages. We similar the institution for its resilient concern model. It combines transaction-based revenues that payment from marketplace volatility with a increasing basal of recurring information and exertion revenues, each generating strong, accordant currency travel for indebtedness simplification and shareholder returns. The banal underperformed during the quarter, however, we support assurance successful the company’s semipermanent potential."

Fabrinet (FN) Beats Q2 connected NVIDIA Optical Demand, $2.61 EPS

Intercontinental Exchange, Inc. (NYSE:ICE) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 82 hedge money portfolios held Intercontinental Exchange, Inc. (NYSE:ICE) astatine the extremity of the 3rd quarter, compared to 84 successful the erstwhile quarter. While we admit the imaginable of Intercontinental Exchange, Inc. (NYSE:ICE) 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.