NEOS Investment Management
NEOS Investment Management
Anonymous
NEOS Investment Management LLC made aggressive moves across five major stock holdings in the second quarter, betting big on logistics, telecom, energy infrastructure, and data storage. The firm boosted positions in Prologis, T-Mobile US, TC Energy, Williams Companies, and Western Digital — signaling confidence in sectors tied to data centers, 5G networks, and pipeline operations Watchlist News.
Logistics and Real Estate Play Intensifies
NEOS increased its Prologis stake by 12.5% in Q2, purchasing 37,494 additional shares Watchlist News. Prologis operates industrial warehouses and logistics facilities — the backbone of e-commerce and cloud computing. This boost signals NEOS expects strong demand for distribution centers as tech companies expand data infrastructure.
Telecom Growth Fueled by 5G and Mobile Data
NEOS added 37,011 T-Mobile US shares in Q2, raising its position by 5.5% to 713,420 total shares worth $119.66 million Watchlist News. T-Mobile's growth in 5G subscribers and mobile data traffic makes it a core holding for investors betting on wireless expansion. The position shows NEOS sees sustained revenue momentum ahead.
Energy Infrastructure Gets Major Boost
TC Energy saw the sharpest increase: NEOS jumped its stake by 63.1% in Q2, now holding 776,001 shares worth $51.37 million Watchlist News. Meanwhile, Williams Companies climbed 34.1% in NEOS's portfolio Watchlist News. Both firms operate critical natural gas and crude pipelines. These aggressive moves suggest NEOS expects strong energy demand and pipeline utilization.
Data Storage Demand Positions NEOS for Tech Growth
Western Digital received a 9.9% boost, with NEOS now holding 256,492 shares valued at $163.83 million Watchlist News. The data storage giant supplies hard drives and SSDs to data centers — critical as AI and cloud computing explode. NEOS's holdings across WDC, Prologis, and T-Mobile form a coherent bet on the infrastructure powering the AI era.
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