That said, Alphabet did meaningfully underperform our average portfolio return as concerns that it’s near monopolistic position in Search (which generates the majority of their advertising revenue) ...

Alphabet is the parent company of Google, the largest digital advertiser and third-largest public cloud in terms of revenue. Strength in digital advertising is a product of high-traffic web properties ...

Institutional ownership often serves as one of the clearest signals of conviction in a company's long-term prospects. When the world's most prominent hedge funds, asset managers, and pension funds ...