A sharp rally, a sudden reversal, record cash flow, and one institutional trim -- all raise a bigger question about where Itron fits in a long-term portfolio right now.Aristotle Capital Boston cut its stake in Itron (ITRI 1.00%) by 123,119 shares in the third quarter, contributing to a reduction in the overall position value of about $18.35 million, according to a November 14 SEC filing.What HappenedAccording to a U.S. Securities and Exchange Commission (SEC) filing dated November 14, Aristotle Capital Bost ...

Core Insights - Palantir Technologies has significantly capitalized on the artificial intelligence (AI) trend, providing data analytics platforms that are in high demand from both government and enterprise sectors [1] Company Summary - The company is positioned strongly in the AI market, with expectations to continue this momentum through 2025 [1] - Palantir's offerings are essential for various organizations, indicating a robust growth trajectory in the data analytics space [1]