Top 10 Stocks to Buy According to Sustainable Insight Capital Management

7. T-Mobile US, Inc. (NASDAQ:TMUS)

Number of Hedge Fund Holders as of Q4: 70

SICM’s Equity Stake: $12.31 Million 

Headquartered in Bellevue, Washington, T-Mobile US, Inc. (NASDAQ:TMUS) is a leading American wireless network provider and the second-largest carrier in the United States, serving 130 million subscribers as of December 31, 2024. The company serves as a host network for various mobile virtual network operators, reinforcing its presence in the telecommunications market.

Sustainable Insight Capital Management owned 55,792 shares of T-Mobile US, Inc. (NASDAQ:TMUS) as of Q4 2024, with a total value of $12.31 million, representing 5.38% of Parker’s portfolio. Moreover, the fund increased its stake in the company by 15% during the fourth quarter of 2024, which suggests a positive hedge fund sentiment about the stock. Insider Monkey’s database indicated that 70 hedge funds held stakes in the company as of the end of Q4 2024, with a total value of $2.86 billion, as opposed to 66 funds in Q3.

T-Mobile US, Inc. (NASDAQ:TMUS) announced its Q4 net revenue of $21.87 billion which showed a year-over-year growth of almost 7%. The company’s EPS was announced as $2.50, surpassing consensus estimates by $0.12.

The company has taken a significant step forward in satellite connectivity by launching a beta test for its partnership with SpaceX’s Starlink, allowing users to send SMS messages even in areas without traditional network coverage. The initiative, which T-Mobile was not initially planning to extend to rival carriers, was spurred by Verizon’s recent ad campaign about satellite texting. The company has also leveraged this technology for emergency response, activating satellite coverage during disasters like hurricanes and wildfires to keep affected communities connected. Additionally, the Starlink system will be used to broadcast Wireless Emergency Alerts nationwide, further enhancing public safety. T-Mobile’s push into satellite connectivity strengthens its position as an industry leader, providing a crucial advantage in network reliability and innovation, making it a strong stock choice for investors.