Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersBiondo Investment AdvisorsBOL.PA Bollore SE Communication ServicesMedia Bull Euronext Parisasset sales, conglomerate, media, NAV discount, net cash, Simplification, Sum-of-parts, transformation, Universal Music Group, Value Realization, Vivendi
Sep 30, 2025Fund LettersBiondo Investment Advisors005930.KS Samsung Electronics Co Ltd Information TechnologySemiconductors & Semiconductor Equipment Bull Korea Stock ExchangeArtificial Intelligence, DRAM, Fabrication, Geographic Diversification, HBM, memory chips, NVIDIA, Regulatory Improvements, semiconductors, South Korea, turnaround
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundDXCM DexCom Health CareHealth Care Equipment & Supplies Bear NASDAQContinuous Glucose Monitoring, diabetes care, Healthcare Technology, Market Share Loss, Medical devices, Product Quality Issues
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundFICO Fair Isaac Information TechnologySoftware Bull NYSEanalytics software, credit scoring, Data Monetization, financial services, Regulatory Challenge, stock buyback
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundARIS|BAB LN|GDDY|GXI|III LN|IOT|IRTC|MIPS SS|RBC|SAIA|SPOT|SRT GR|TTD|WING Wingstop Consumer DiscretionaryRestaurants Bear NASDAQChicken Wings, comparable-store sales, Fast casual, franchise model, Lower-Income Consumer, Restaurants
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundAXON Axon Enterprise IndustrialsAerospace & Defense Bull NASDAQAI solutions, Body Cameras, Digital Evidence, Drones, Law Enforcement Technology, security solutions
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundARIS|BAB LN|GDDY|GXI|III LN|IOT|IRTC|MIPS SS|RBC|SAIA|SPOT|SRT GR|TTD|WING The Trade Desk Communication ServicesInteractive Media & Services Bull NASDAQadtech, Connected tv, digital advertising, independent platform, programmatic advertising, Strong Margins
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundMDB MongoDB Information TechnologySoftware Bull NASDAQCloud computing, Database Software, Digital transformation, Document Database, Enterprise software, SaaS
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundINSM Insmed Health CareBiotechnology Bull NASDAQbiotechnology, Bronchiectasis, First-to-Market, lung diseases, rare diseases, Unmet Medical Needs
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundALNY Alnylam Pharmaceuticals Health CareBiotechnology Bull NASDAQbiotechnology, Commercial Launch, Gene Silencing, RNAi Therapeutics, TTR Amyloidosis, Unmet Medical Needs
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundASIC|CWAN|INSP|KRMN|KTOS|MAC|MEG|RH|WYNN Wynn Resorts Consumer DiscretionaryCasinos & Gaming Bull NASDAQCasinos, Gaming, international markets, Luxury Resorts, Macau Recovery, UAE Expansion
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundMPWR Monolithic Power Systems Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI data centers, Diversified End Markets, Power management, semiconductors, technology hardware
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundPOWL Powell Industries IndustrialsElectrical Equipment Bull NASDAQCustomizable, data centers, electrical equipment, Grid Investment, process control, Switchgear, utility
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundRMBS Rambus Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, data centers, hyperscalers, Licensing, Memory Technology, Product Company, semiconductors
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundZWS Zurn Elkay Water Solutions IndustrialsBuilding Products Bull NYSEBuilding Products, Institutional, Legislation, non-residential construction, product launches, tariffs, Water Management
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundKPRMILL IN Perimeter Solutions MaterialsSpecialty Chemicals Bull NYSEAcquisitions, Cyclical, Fire Retardant, Fire Safety, materials, Multi-year Contract, specialty chemicals
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundAFM CN|B4B GR|BLU SJ|COH SJ|HCI|KO|KSPI|MGROS TI|MTN SJ|NE|NPK SJ|OCE SJ|PPI|PRX NA|SAHOL TI|SES|WINE LN Impinj Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAsset tracking, growth, Inventory Tracking, Licensing, RFID, semiconductors, technology
Sep 30, 2025Fund LettersFortress - Caribbean Growth FundBSX Boston Scientific Corp. Health Care Equipment & ServicesHealth Care Equipment Bull NYSECardiology, Endoscopy, growth, healthcare, Medical devices, Medtech, Watchman
Sep 30, 2025Fund LettersFortress - Caribbean Growth FundISRG Intuitive Surgical Inc. Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQda Vinci, growth, healthcare, Medical devices, Medtech, recurring revenue, Robotic Surgery
Sep 30, 2025Fund LettersFortress - Caribbean Growth FundICLR|LLY|PLTR|SNPS|TGT Synopsys Inc. Software & ServicesApplication Software Bull NASDAQAI, Design Automation, Eda, Ip, Semiconductor Software, Software, technology

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