Janus Henderson fund outperforms peers in Q2 2026, citing Micron’s $904.28 close and AI-driven IT sector gains.
Micron Technology (NASDAQ:MU) shares rose 674.70% over the past year, closing at $904.28 on July 15, 2026, despite a one-month decline of 22.62%. The surge reflects strong demand for AI infrastructure, driving semiconductor stocks higher in Q2 2026.
Janus Henderson’s Global Sustainable Equity Fund returned 16.17% for the quarter, outperforming its index and peer group. Information technology led sector gains with over 30% returns, fueled by AI exposure and underweight positions in energy and consumer staples.
The fund’s overweight in chipmakers like Micron contributed to its outperformance, highlighting the role of high-quality tech stocks in long-term growth strategies.