Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersFortress - Caribbean Growth FundASML ASML Holding NV Technology Hardware & EquipmentSemiconductor Equipment Bull NASDAQAI infrastructure, Euv, Lithography, Monopoly, Netherlands, semiconductor equipment, technology
Sep 30, 2025Fund LettersFortress - Caribbean Growth FundFICO Fair Isaac Corp. Software & ServicesApplication Software Bull NYSEanalytics, credit scoring, Fintech, growth, Monopoly, recurring revenue, Software
Sep 30, 2025Fund LettersFortress - Caribbean Growth FundALLY Eli Lilly & Co. Pharmaceuticals, Biotechnology & Life SciencesPharmaceuticals Bull NYSEBiotech, Diabetes, GLP-1, growth, Obesity, pharmaceuticals, R&D
Sep 30, 2025Fund LettersPM Capital Global Companies FundSOL.AX Washington H. Soul Pattinson FinancialsAsset Management & Custody Banks Bull ASXasset management, Australia, Cash generative, defensive, diversified portfolio, investment company, long-term returns, permanent capital, Private Credit, private equity
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 NASDAQattractive valuation, competitive moat, Connected tv, digital advertising, independent platform, Programmatic, Strong Margins
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundMDB MongoDB Information TechnologySoftware Bull NASDAQApplication Development, Database Software, Digital transformation, Document-Oriented, enterprise, Modern Database, Software
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundINSM Insmed Health CareBiotechnology Bull NASDAQbiotechnology, Bronchiectasis, First Therapy, lung diseases, rare disease, Regulatory Approval, Unmet Medical Need
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundALNY Alnylam Pharmaceuticals Health CareBiotechnology Bull NASDAQbiotechnology, Commercial Launch, Gene Silencing, Guidance Raise, rare disease, Rnai, TTR Amyloidosis
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
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundMPWR Monolithic Power Systems Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI data centers, Diversified End Markets, growth, Power management, semiconductors, technology
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundPOWL Powell Industries IndustrialsElectrical Equipment Bull NASDAQcustomization, data centers, electrical equipment, Grid modernization, Industrials, Switchgear, Utility Infrastructure
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundRMBS Rambus Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, data centers, hyperscalers, Memory Technology, semiconductors, Technology Transformation
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundZWS Zurn Elkay Water Solutions IndustrialsBuilding Products Bull NYSEBuilding Products, Industrials, infrastructure, Legislation, non-residential construction, Specification-driven, Water Management
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundKPRMILL IN Perimeter Solutions MaterialsSpecialty Chemicals Bull NYSEAcquisitions, defensive, 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 management, growth, Inventory Tracking, Licensing, RFID, semiconductors, technology
Sep 30, 2025Fund LettersLVS Advisory - GrowthBSX Boston Scientific Corp. Health Care Equipment & ServicesHealth Care Equipment Bull NYSEEndoscopy, growth, healthcare, innovation, Interventional Cardiology, Medical devices
Sep 30, 2025Fund LettersLVS Advisory - GrowthISRG Intuitive Surgical Inc. Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQgrowth, healthcare, Medical devices, recurring revenue, Robotic Surgery, technology
Sep 30, 2025Fund LettersLVS Advisory - GrowthICLR|LLY|PLTR|SNPS|TGT Synopsys Inc. Software & ServicesApplication Software Bull NASDAQAI, Design Automation, Eda, Ip, Semiconductor Software, Software, technology
Sep 30, 2025Fund LettersLVS Advisory - GrowthASML ASML Holding NV Technology Hardware & EquipmentSemiconductor Equipment Bull NASDAQAI infrastructure, Euv, Lithography, Monopoly, Netherlands, semiconductor equipment, technology
Sep 30, 2025Fund LettersLVS Advisory - GrowthFICO Fair Isaac Corp. Software & ServicesApplication Software Bull NYSEanalytics, credit scoring, financial services, Fintech, Monopoly, recurring revenue, Software

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