Polen Capital's position in NVIDIA is currently worth $823M. That's 5.27% of their entire equity portfolio (7th largest holding). The first NVIDIA trade was made in Q3 2018. Since then Polen Capital bought shares two more times and sold shares on four occasions. The stake costed the investor $714M, netting the investor a gain of 15% so far.
Here, we have picked three AI stocks, NVDA, AVGO and MU, which are well-poised to benefit from AI's growing use and ability to solve complex problems.
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