July 27, 2025
5 min read
@CryptoRank_io
A .8B asset manager invests in three key companies and identifies AI, blockchain, and GLP-1 drugs as transformative industry disruptors.
$7.8B Asset Manager Invests in Thermo Fisher, Applied Materials & S&P Global, Highlights AI and GLP-1 as Major Disruptors
The CEO of Aureus Asset Management, a $7.8 billion firm, recently revealed the company’s strategic investments in three leading firms poised to drive transformative advancements in healthcare, financial data, and artificial intelligence (AI). Thad Davis, Aureus’ chief executive, shared with Barron’s that the firm has heavily invested in Thermo Fisher Scientific (TMO). Davis believes Thermo Fisher is positioned to become the "Amazon-type" supplier for healthcare companies, providing essential materials, equipment, and supplies for laboratory environments."It provides all the materials, equipment and supplies a lab environment would need. If you ever watch the dollies that come in and out of a hospital or biotech building, they are loaded with Thermo Fisher equipment."The second major investment is in Applied Materials (AMAT), a critical player in the production of advanced semiconductor chips amid the AI boom. While Nvidia currently dominates chip manufacturing, Davis emphasizes Applied Materials’ indispensable role across four key stages of chip production, ensuring sustained demand regardless of which company leads the market. Lastly, Aureus has invested in S&P Global (SPGI), which holds a dominant position in the credit ratings market alongside Moody’s, forming a near duopoly. Davis also highlighted three broader investment themes that Aureus is closely monitoring due to their potential as "massive disruptors":
- Artificial Intelligence (AI)
- Blockchain and cryptocurrency
- GLP-1 drugs (medicines designed to treat diabetes and obesity)
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"Each taken separately has the capacity to profoundly disrupt various industries. But some taken together could have the same impact. GLP-1s and AI might be amazingly helpful in revolutionizing therapeutic developments, for example."Aureus Asset Management is a Boston-based wealth management firm serving high-net-worth individuals, families, and institutions. Source: The Daily Hodl Follow us on X, Facebook, and Telegram Disclaimer: Opinions expressed are not investment advice. Please do your own due diligence before investing.