Group 1 - ClearBridge Investments reported a significant rally in US equities during Q2 2025, with the S&P 500 returning 10.9% and the Russell Midcap Growth Index advancing 18.2% [1] - Growth stocks outperformed value stocks across market caps, contributing to the strategy's outperformance driven by strong performance in the "mid cap plus" segment and solid stock selection in IT, industrials, and financials [1] - Johnson Controls International plc (NYSE:JCI) showed a one-month return of 0.91% and a 52-week gain of 46.98%, closing at $106.96 per share with a market capitalization of $69.993 billion [2] Group 2 - Johnson Controls International plc holds a leading position in commercial HVAC for data centers, with a data center business larger than its next two competitors combined, benefiting from the growing focus on AI and infrastructure investments [3] - At the end of Q2 2025, 75 hedge fund portfolios held Johnson Controls International plc, an increase from 59 in the previous quarter, indicating growing interest among institutional investors [4]