Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 11, 2026Fund LettersGreenalpha InvestmentHASI HA Sustainable Infrastructure Capital Asset ManagementSpecialized Finance Bull New York Stock ExchangeBattery Storage, Clean Energy Financing, Distributed Generation, energy transition, Equity, Investment-Grade Counterparties, renewable energy, Sustainable Infrastructure
May 11, 2026Fund LettersGreenalpha InvestmentIBM IBM Information Technology ServicesIT Services Bull New York Stock ExchangeAI infrastructure, Data Streaming, Enterprise software, Equity, Hybrid Cloud, Quantum Computing, Red Hat OpenShift, Scientific Computing
May 11, 2026Fund LettersGreenalpha InvestmentBEPC Brookfield Renewable Holdings Corp Utilities - RenewableElectric Utilities Bull New York Stock ExchangeAI infrastructure, Clean power, data centers, energy storage, Equity, Hydroelectric, renewable energy, Solar power, Wind power
May 11, 2026Fund LettersGreenalpha InvestmentLRCX Lam Research Corporation Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull NASDAQ3D NAND, AI infrastructure, Deposition Tools, Equity, Etch Technology, HBM Memory, Manufacturing Complexity, semiconductor equipment
May 11, 2026Fund LettersGreenalpha InvestmentTSM Taiwan Semiconductor Manufacturing SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchange2nm process, Advanced Manufacturing, AI infrastructure, Equity, foundry services, semiconductors, Taiwan, technology leadership
May 11, 2026Fund LettersImpax Global Environmental Markets FundKYGA.L Kerry Group PLC Packaged FoodsFood Products Bull London Stock ExchangeClean Label, Food Ingredients, health-focused, Ireland, Nutrition, Sustainable Agriculture, Taste
May 11, 2026Fund LettersImpax Global Environmental Markets FundA Agilent Technologies Inc Diagnostics & ResearchLife Sciences Tools & Services Neutral New York Stock ExchangeAnalytical instruments, Environmental Testing, Life Sciences Tools, M&A Speculation, Molecular Diagnostics, QIAGEN
May 11, 2026Fund LettersImpax Global Environmental Markets FundMSFT Microsoft Corporation Software - InfrastructureSystems Software Neutral NASDAQAI infrastructure, Azure, Cloud computing, monetization, ROI Concerns, Systems Software
May 11, 2026Fund LettersImpax Global Environmental Markets FundTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Chips, AI, Efficient IT, Foundry, Secular Demand, semiconductors
May 11, 2026Fund LettersImpax Global Environmental Markets FundAMAT Applied Materials Inc Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAI, Capital Spending, Efficient IT, Fabrication, Reshoring, semiconductor equipment
May 11, 2026Fund LettersImpax Global Environmental Markets FundLIN Linde PLC Specialty ChemicalsIndustrial Gases Bull New York Stock Exchangedefensive, energy efficiency, Industrial Gases, materials, oligopoly, Space
May 11, 2026Fund LettersLiontrust GF Special Situations FundATG.L Auction Technology Group plc Software - ApplicationInteractive Media & Services Bull New York Stock Exchangecash generation, Cyclical Recovery, digital platform, Digitization, M&A Target, network effects, Online auctions
May 11, 2026Fund LettersLiontrust GF Special Situations FundGAMA.L Gamma Communications plc Telecom ServicesAlternative Carriers Bull New York Stock Exchangecash generation, M&A Target, Share Buybacks, Small cap value, telecommunications, UCaaS, UK SME Market
May 11, 2026Fund LettersLiontrust GF Special Situations FundSHEL.L Shell plc Oil & Gas IntegratedIntegrated Oil & Gas Bull New York Stock Exchangecash generation, competitive moat, energy infrastructure, Global Networks, Integrated Oil, Operational Flexibility, Trading Optimization
May 11, 2026Fund LettersLiontrust GF Special Situations FundBP.L BP plc Oil & Gas IntegratedIntegrated Oil & Gas Bull New York Stock Exchangecash generation, competitive moat, energy infrastructure, Global Networks, Integrated Oil, Operational Flexibility, Trading Optimization
May 11, 2026Fund LettersMcIntyre PartnershipsQDEL QuidelOrtho Corporation Medical DevicesHealth Care Equipment & Supplies Bull NASDAQConcentrated Position, diagnostics, Healthcare Equipment, Hospital Contracts, Life Sciences Tools, Medical devices, Point-of-Care Testing, Razor Razorblade Model, turnaround, Value
May 11, 2026Fund LettersGator Capital ManagementAMP Ameriprise Financial Asset ManagementCapital Markets Bull New York Stock ExchangeAI disruption, asset management, capital allocation, Capital markets, consolidation, Financial advisory, organic growth, platform, ROE, Share Buybacks, valuation, wealth management
May 11, 2026SubstackAlpha Seeker 84MNDY monday.com Ltd. TechnologySoftware - Application Bull NASDAQ Stock MarketAI monetization, AI work platform, buyback, Management Credibility, mondayDB 3.0, NDR expansion, operating margin, Revenue Growth, seats-plus-credits model, valuation re-rating
May 11, 2026SubstackShareholders UniteSILC Silicom Ltd. TechnologyNetworking Hardware Bull NASDAQ Stock MarketAI inference, Competitive Advantage, customization, design win model, FPGA, Networking Hardware, post-quantum cryptography, Silicom Ltd., technology shifts, white-label switching
May 11, 2026SubstackAlmost MongolianZOMD Zoomd Technologies Ltd. TechnologyDigital Advertising Bull TSX Venture Exchangeclient concentration risk, digital advertising, M&A strategy, market cap, NCIB program, new client acquisition, revenue recovery, shareholder value, stock upside, Zoomd Technologies

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: