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JAG Growth Equity Thematic Insights: Q4 2025

December 2025

Investing in Transformation That Matters

Need For Speed: Silicon Edition

The AI landscape continues to evolve rapidly, with recent headlines highlighting a growing competitive threat to Nvidia (NVDA) as Google (GOOGL) is reportedly considering external sales of its custom AI accelerator chip, the tensor processing unit (TPU). This note will outline why Nvidia is likely to remain the dominant supplier of AI chips, and why memory manufacturers – often overlooked in the AI narrative – will continue to benefit from the ongoing rise in AI workloads.

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eMoney

eMoney is an industry-leading financial planning platform designed to help advisors, planners, and RIAs deliver personalized, comprehensive financial advice to clients across all stages of life.

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Nitrogen

Nitrogen is a client-engagement and advisor platform built to bring clarity, quantification, and alignment to risk tolerance and portfolio construction. It uses a proprietary system that simplifies risk into a single, objective metric — the Risk Number® — allowing advisors and clients to speak the same language about risk, rather than relying on vague, subjective labels like “moderate” or “aggressive.”

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Important Notice

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This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

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