Group 1: Brown Advisory Global Leaders Strategy Overview - Brown Advisory released its second-quarter 2025 investor letter for the Global Leaders Strategy, focusing on long-term performance through a concentrated portfolio of companies that address customer needs and yield good shareholder returns [1] - The strategy outperformed its benchmark during the quarter, primarily due to investment selection in Information Technology and Industrials [1] Group 2: Illumina, Inc. (NASDAQ:ILMN) Performance - Illumina, Inc. is highlighted as a key stock in the investor letter, with a one-month return of 3.10% and a 52-week loss of 21.02%, closing at $102.75 per share on September 19, 2025, with a market capitalization of $15.793 billion [2] - In the second quarter, Illumina generated approximately $1.06 billion in revenue, reaching the upper end of its guidance range, despite a 3% decline compared to Q2 2024 [4] Group 3: Investment Decisions Regarding Illumina, Inc. - Brown Advisory exited its position in Illumina in May due to a combination of regulatory changes, budget cuts from the National Institute of Health in the U.S., a complete import ban on sales into China, and increased competitive risks [3] - The number of hedge funds holding Illumina decreased from 60 to 54 in the second quarter, indicating a decline in popularity among institutional investors [4]

A mission to sequence the genomes of all animals, fungi and plants found in Great Britain and Ireland—some 35,000 in total—has been a momentous success so far. But there are challenges ahead https://t.co/sXeY0O8UpcPhoto: Getty Images https://t.co/Vy2nLgm9ww ...

Core Points - Illumina, Inc. will release its second quarter 2025 financial results on July 31, 2025, after market close [1] - A conference call will be held on the same day at 1:30 pm Pacific Time to discuss the results [1][2] - The call will be accessible via a live webcast on Illumina's website [2] - A replay of the conference call will be available on Illumina's website for at least 30 days after the event [3] Company Overview - Illumina is a leader in DNA sequencing and array-based technologies, focusing on improving human health through genomic advancements [4] - The company serves various markets including life sciences, oncology, reproductive health, and agriculture [4] - Illumina emphasizes innovation to maintain its position in the global market [4]