Group 1: Market Overview - The US large-cap equity market experienced significant growth in Q2 2025, with the S&P 500® Index increasing by 10.94% due to reduced tariff concerns from the Trump administration [1] - The Macquarie Core Equity Fund's Institutional Class outperformed the S&P 500 Index, returning 11.94% in the same quarter, with 80% of the performance attributed to sector selection [1] Group 2: Eaton Corporation Performance - Eaton Corporation plc (NYSE:ETN) reported a one-month return of 6.81% and a 12.30% increase in share value over the past 52 weeks, closing at $371.27 per share with a market capitalization of $144.535 billion on September 18, 2025 [2] - The company rebounded during the quarter, driven by renewed optimism in AI and a strong aerospace components business, which is expected to benefit from increased aircraft production and refurbishment [3] Group 3: Financial Metrics - In Q2 2025, Eaton Corporation plc reported revenue of $7 billion and expanded its margins by 20 basis points to 23.9% [4]