SWS Growth Equity 3Q 2025

17/10/2025 38 min Temporada 2025 Episodio 3

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Episode Synopsis

Mike Parker, CIO/Portfolio Manager and Kurt Grove, Portfolio Manager, discuss the US equity portfolio, SWS Growth Equity for 3Q 2025.Tickers discussed: $MP, $CIEN, $ANET, $GDDY, $CFLT, $DXCM, $MNDY, $TER, $INTU