5 Best Stocks in Chris Hohn’s TCI Fund Portfolio

4. S&P Global Inc. (NYSE:SPGI)

Market value of shares owned: $5,969,778,755

% of portfolio: 13.22%

S&P Global Inc. (NYSE:SPGI) is one of the 9 Best Stocks to Buy in Chris Hohn’s TCI Fund Portfolio.

On June 12, 2026, S&P Global Energy, a core division of S&P Global Inc. (NYSE:SPGI), launched the United Nations Global Compact (UNGC) Screening Dataset, through S&P Global Sustainable1, to help financial institutions and corporations evaluate corporate alignment with the ten UNGC principles. Using advanced AI and machine learning, the new tool monitors millions of public sources in real time and tracks risks across human rights, labor, environment, and anti-corruption. The dataset that combines controversy tracking and business involvement screening initially covers 16,500 global companies with plans to expand to 24,000. According to S&P Global, the data aims to give investors actionable risk indicators to better inform portfolio construction.

Separately, Rothschild & Co Redburn lowered its price target on S&P Global Inc. (NYSE:SPGI) from $540 to $520 and maintains a Buy rating on the stock. The firm adjusted information services ratings, noting that AI is driving value redistribution rather than wholesale disruption. The analyst stated proprietary datasets, like ratings and risk, will retain pricing power. Workflow and aggregation models are anticipated to face gradual erosion from AI integration.

Founded in 1917, S&P Global Inc. (NYSE:SPGI) is a leading financial intelligence and analytics corporation. The New York-based company provides credit ratings, benchmarks, indices, market intelligence, commodity data, analytics, and financial information services for businesses, governments, investors, and institutions.