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Oracle (ORCL) Surged as Its Earnings and Revenue Growth Exceeded Expectations

Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here. In 2025's second quarter, tariffs triggered market declines and recession fears, but a pause in tariffs sparked a historic rally as earnings remained resilient. In the second quarter of 2025, the fund underperformed the Russell 1000 benchmark. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-quarter 2025 investor letter, Impax US Sustainable...