Here’s What Makes Shopify (SHOP) an Attractive Investment Choice

Market Overview - In the third quarter of 2025, the US equity market experienced a rally, with the S&P 500 Index increasing by 8.12% [1] - Bonds also performed well, as indicated by a 2.03% rise in the Bloomberg U.S. Aggregate Bond Index during the same period [1] Performance Analysis - Aristotle Atlantic's Large Cap Growth strategy achieved a gross return of 9.76% and a net return of 9.61%, underperforming the Russell 1000 Growth Index, which returned 10.51% [1] - The relative underperformance of the fund was attributed to security selection during the quarter [1] Company Spotlight: Shopify Inc. - Shopify Inc. (NASDAQ:SHOP) is highlighted as a key stock, providing a cloud-based platform for businesses to start, scale, market, and operate [2][3] - Over the last month, Shopify's stock saw a decline of 11.34%, but it gained 37.93% over the past 52 weeks, closing at $146.04 per share on November 14, 2025, with a market capitalization of $187.593 billion [2] - The company focuses on enhancing the shopping experience for consumers and streamlining operations for merchants through its comprehensive, multi-channel platform [3] - Shopify's business model includes recurring subscription solutions and merchant success-based solutions, supporting millions of merchants across over 175 countries [3] - The platform allows for seamless management of products, sales, and customer relationships across various channels, emphasizing continuous innovation and robust infrastructure [3]