What Makes IQVIA (IQV) an Attractive Investment?

Core Insights - Artisan Partners' "Artisan Select Equity Fund" reported returns of 6.77%, 6.76%, and 6.80% for its Investor Class, Advisor Class, and Institutional Class respectively in Q2 2025, underperforming the S&P 500 Index which returned 10.94% [1] Company Insights - IQVIA Holdings Inc. is highlighted as a key stock in the Artisan Select Equity Fund's portfolio, operating in the analytical technology services and clinical research sector for life sciences and healthcare [2][3] - The stock of IQVIA Holdings Inc. experienced a one-month return of -5.90% and a 52-week decline of 24.23%, closing at $179.56 per share with a market capitalization of $30.525 billion as of September 26, 2025 [2] Industry Insights - The contract research organization (CRO) industry, where IQVIA is a leader, has seen a significant increase in clinical trial outsourcing, with penetration rising from approximately 30% 15 years ago to over 50% currently, with projections suggesting it could reach 70% or more [3] - IQVIA holds a 22% market share in the CRO industry, followed closely by ICON and PPD (a unit of ThermoFisher), each with a 20% share, indicating a fragmented industry landscape [3]