$7.8B Asset Manager Invests in Thermo Fisher, Applied Materials & S&P Global, Highlights Massive Industry Disruptors

The CEO of a $7.8 billion asset management firm, Aureus Asset Management, has revealed that his company is investing heavily in three companies positioned to drive transformative advancements in healthcare, financial data, and artificial intelligence (AI). Thad Davis, Aureus' chief executive, told Barron’s that the firm has significantly invested in Thermo Fisher Scientific (TMO). He believes Thermo Fisher is on track to become the "Amazon-type" supplier for healthcare firms, providing all the essential materials, equipment, and supplies needed in lab environments.

"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 key investment is Applied Materials (AMAT), a company critical to the development of powerful chips amid the AI boom. While Nvidia currently leads chip manufacturing, Davis emphasized Applied Materials’ indispensable role across four critical stages of chip production, ensuring sustained demand regardless of which company dominates the market. Lastly, Aureus is bullish on 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 monitoring closely for their disruptive potential:

• Artificial Intelligence (AI)
• Blockchain and cryptocurrency
• GLP-1 drugs, which are medicines designed to treat diabetes and obesity

"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: Originally published at The Daily Hodl on July 27, 2025.

FAQ

What companies has Aureus Asset Management heavily invested in?

Aureus Asset Management has heavily invested in Thermo Fisher Scientific, Applied Materials, and S&P Global.

Why does Aureus Asset Management believe in Thermo Fisher's potential?

Aureus' CEO believes Thermo Fisher is poised to become a major supplier for healthcare firms, likening it to an "Amazon-type" provider for all lab essentials.

What role does Applied Materials play in the AI sector?

Applied Materials is critical in the AI sector for its role in chip production, playing a crucial part in four key stages of making powerful AI chips.

What themes is Aureus Asset Management monitoring closely?

Aureus is watching Artificial Intelligence, Blockchain and cryptocurrency, and GLP-1 drugs for their disruptive potential.

Crypto Market's Take

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