What Makes W.W. Grainger (GWW) an Investment Bet?

1 week ago 7

Soumya Eswaran

Tue, December 23, 2025 astatine 7:03 AM CST 3 min read

Parnassus Investments, an concern absorption company, released the “Parnassus Core Equity Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The S&P 500 Index surged successful the 3rd quarter, driven by capitalist optimism that grew connected expectations of monetary easing, beardown user demand, and coagulated firm earnings. The Fund (Investor Shares) returned 2.57% (net of fees) successful the quarter, trailing the S&P 500 Index’s 8.12% return. YTD, the money returned 9.89% compared to 14.83% for the 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, Parnassus Core Equity Fund highlighted stocks specified arsenic W.W. Grainger, Inc. (NYSE:GWW), successful the archetypal 4th 2024 capitalist letter. W.W. Grainger, Inc. (NYSE:GWW) distributes maintenance, repair, and operating products and services. The one-month instrumentality of W.W. Grainger, Inc. (NYSE:GWW) was 9.89%, and its shares mislaid 5.14% of their worth implicit the past 52 weeks. On December 22, 2025, W.W. Grainger, Inc. (NYSE:GWW) banal closed astatine $1,034.87 per share, with a marketplace capitalization of $49.21 billion.

Parnassus Core Equity Fund stated the pursuing regarding W.W. Grainger, Inc. (NYSE:GWW) successful its 3rd 4th 2025 capitalist letter:

"We besides trimmed IT holdings Advanced Micro Devices and Broadcom, wherever valuations person trended higher, and reallocated assets to a caller presumption successful Industrials assemblage holding W.W. Grainger, Inc. (NYSE:GWW), a distributor of maintenance, repair and operating supplies. Grainger’s economies of scale, web effects, ample SKU breadth and e commerce level alteration same-day work and beardown lawsuit loyalty. Run by a absorption squad with a proven way grounds of outperforming manufacture peers, Grainger is good positioned to payment from trends similar digitization, nearshoring and aging U.S. manufacturing assets."

An Industrial Leader Offering Dividend Value and Stability

W.W. Grainger, Inc. (NYSE:GWW) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 46 hedge money portfolios held W.W. Grainger, Inc. (NYSE:GWW) astatine the extremity of the 3rd quarter, compared to 55 successful the erstwhile quarter. W.W. Grainger, Inc. (NYSE:GWW) reported income of $4.7 cardinal successful Q3 2025, up 6.1% connected a reported ground oregon 5.4% connected a regular changeless currency basis. While we admit the imaginable of W.W. Grainger, Inc. (NYSE:GWW) 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.