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Ethic Increases Aon Stake by 874 Percent in Quarter
Finance
— 6d
Ethic Inc. increased its third-quarter holdings in five companies: Amgen, Consolidated Edison, Aon, AMD and Hewlett Packard Enterprise. The largest percentage increase was its Aon stake, which rose 874.8%; the other holdings grew by roughly 3% to 6%.
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Tom Gallagher
Big percentage jump on Aon but the absolute size of the position still matters more than the 874 percent figure. Hard to tell if this shifts their overall risk much.
HPE's Juniper networking deal with Oracle includes possible equity stake
Oracle Corporation
— Sep 3, 2026
Analysts trimmed Oracle price targets ahead of fiscal Q1, but view a potential cloud and SaaS growth inflection as a catalyst to calm the bear case. Separately, Oracle expands its AI infrastructure push by deepening its collaboration with Hewlett Packard Enterprise and Juniper Networks to deploy multi-year, high-capacity networking across OCI data centers, with new support services and warrants issued to Oracle in the deal.
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