Insulet Corporation (PODD) Benefited from Omnipod Sales

Group 1 - ClearBridge Investments reported a strong rebound in U.S. equities during Q2 2025, with the S&P 500 Index returning 10.9% and the Russell 3000 Index advancing 11.0% due to improved risk sentiment following a pause in tariff implementation [1] - The ClearBridge Select Strategy outperformed its benchmark in Q2 2025, attributed to effective portfolio construction across various companies and sectors with distinct growth drivers [1] - Insulet Corporation (NASDAQ:PODD) was highlighted as a key stock, with a one-month return of -1.72% and a 52-week gain of 35.57%, closing at $322.22 per share on September 17, 2025, with a market capitalization of $22.682 billion [2] Group 2 - Insulet Corporation's health care exposure was noted as a standout despite overall sector struggles due to tariff fears and challenges in the Medicare Advantage market, benefiting from robust margin growth and FDA approval for Omnipod sales among type 2 diabetes patients [3] - Insulet Corporation's Q2 2025 revenue increased by 32% to $649 million, with 53 hedge fund portfolios holding its stock at the end of the quarter, up from 47 in the previous quarter [4]