TE Connectivity plc (TEL) Benefitted from Secular Trends in Its Automotive and Industrial Sectors

Core Insights - ClearBridge Investments reported strong but volatile performance in US equities for Q4 2025, with the S&P 500 Index returning 2.7% and the Russell Midcap Growth Index declining 3.7% [1] - The ClearBridge Growth Strategy achieved its third consecutive quarter of outperformance through a balanced, highly active share approach, capturing early momentum while providing downside protection during rising volatility [1] - The strategy maintained a disciplined portfolio management and opportunistic capital allocation philosophy [1] Company Highlights - TE Connectivity Ltd. (NYSE:TEL) is highlighted as a key stock in the ClearBridge Growth Strategy, with a one-month return of 0.63% and a 52-week gain of 64.36% [2] - As of January 9, 2026, TE Connectivity's stock closed at $231.60 per share, with a market capitalization of $68.22 billion [2] - The outperformance of the ClearBridge Growth Strategy in Q4 was attributed to balanced portfolio construction and strong stock selection, with TE Connectivity contributing positively due to trends in its automotive and industrial sectors [3] Hedge Fund Interest - TE Connectivity is not among the 30 most popular stocks among hedge funds, but it saw an increase in hedge fund portfolios holding its stock, rising from 47 to 60 in the last quarter [4] - While TE Connectivity is recognized for its potential, the company is compared to certain AI stocks that are believed to offer greater upside potential and less downside risk [4]