Here’s what boosted Oracle (ORCL) in the third quarter

Impax asset managementan investment management company, has published its investor letter “Impax US Sustainable Economy Fund” for the third quarter of 2025. A copy of the letter can be downloaded here. In the third quarter of 2025, the portfolio underperformed the Russell 1000. Similar to the second quarter, US equity markets favored a risk-on approach, benefiting from high risk, high momentum and lower quality factors. Although the portfolio’s focus on relatively modest, lower-risk, high-quality factors contributed to underperformance, the Fund (Institutional Class) returned 7.33% in the third quarter, compared to 7.99% for the index. Additionally, you can check out the fund’s top 5 holdings to identify the best picks for 2025.

In its third quarter 2025 investor letter, Impax US Sustainable Economy Fund highlighted stocks like Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) provides products and services for enterprise information technology environments. The month-long return of…