Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersFirst Eagle Global FundBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI Models, China, Cloud computing, Digital transformation, e-commerce, technology
Sep 30, 2025Fund LettersFirst Eagle Global FundGOOGL Alphabet Inc. Class C Communication ServicesInteractive Media & Services Bull NASDAQAI Research, cloud infrastructure, digital advertising, Regulatory Relief, search engine, technology
Sep 30, 2025Fund LettersFirst Eagle Global FundORCL Oracle Corporation Information TechnologySystems Software Bull NASDAQAI infrastructure, Cloud computing, Database Software, Enterprise software, SaaS, technology
Sep 30, 2025Fund LettersMairs & Power - Balanced FundWEC WEC Energy Group UtilitiesElectric Utilities Bull NYSEAI infrastructure, data centers, Electric Utilities, Equity, rate base growth, regulated utility, Wisconsin
Sep 30, 2025Fund LettersMairs & Power - Balanced FundAMZN Amazon Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Cloud computing, Digital transformation, e-commerce, Equity, market share gains, Retail distribution
Sep 30, 2025Fund LettersMairs & Power - Balanced FundFI Fiserv Information TechnologyData Processing & Outsourced Services Bull NASDAQCloud-based Platform, digital payments, Equity, Fintech, Merchant Acceptance, payment processing, SaaS
Sep 30, 2025Fund LettersMairs & Power - Balanced FundUNH UnitedHealth Group Health CareHealth Care Plans Bull NYSEEquity, Health Care Plans, health insurance, managed care, Medical Loss Ratios, Medicare Advantage
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundPOWL Powell Industries IndustrialsElectrical Equipment Bull NASDAQCustomizable Solutions, data centers, electrical equipment, Grid Investment, Switchgear, Utility Infrastructure
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundRMBS Rambus Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI data centers, business transformation, capital expenditures, hyperscalers, Memory Technology, semiconductors
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundZWS Zurn Elkay Water Solutions IndustrialsBuilding Products Bull NYSEBuilding Products, Institutional Markets, non-residential construction, product launches, Tariff Navigation, Water Management
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundPRM Perimeter Solutions MaterialsSpecialty Chemicals Bull NYSEAcquisitions, Fire Safety, Less Cyclical, Multi-year Contract, Operating Execution, specialty chemicals
Sep 30, 2025Fund LettersCarillon Eagle Small Cap Growth FundPI Impinj Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAsset tracking, growth, Inventory Tracking, Licensing, RFID, semiconductors, technology
Sep 30, 2025Fund LettersColumbia Seligman Global Technology FundLRCX Lam Research Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAdvanced Chips, AI infrastructure, Deposition, Etch Solutions, Memory Manufacturing, NAND flash, semiconductor equipment
Sep 30, 2025Fund LettersColumbia Seligman Global Technology FundBE Bloom Energy IndustrialsElectrical Equipment Bull NYSEAI infrastructure, alternative energy, clean technology, data centers, Fuel cells, Hydrogen, Industrials, Power generation
Sep 30, 2025Fund LettersDiamond Hill Small Cap FundHURC Hurco Companies IndustrialsIndustrial Machinery & Supplies & Components Bull NASDAQAerospace, CNC Machine Tools, Defense Investment, European Exposure, Industrial technology, Manufacturing Equipment, Metal Cutting
Sep 30, 2025Fund LettersDiamond Hill Small Cap FundMLAB Mesa Laboratories Health CareLife Sciences Tools & Services Neutral NASDAQChina exposure, currency impact, Disinfection, Healthcare Tools, life sciences, Quality Control, Sterilization
Sep 30, 2025Fund LettersDiamond Hill Small Cap FundFIP FTAI Infrastructure IndustrialsMarine Ports & Services Bull NASDAQasset monetization, Freight Rail, infrastructure, railroad, Regional Rail, Strategic Transformation, Transportation
Sep 30, 2025Fund LettersDiamond Hill Small Cap FundDCO Ducommun IndustrialsAerospace & Defense Bull NYSE737 Max, Aerospace, Aerostructures, Boeing Supplier, Defense, geopolitical tensions, Missile Programs
Sep 30, 2025Fund LettersDiamond Hill Small Cap FundUSLM US Lime & Minerals MaterialsConstruction Materials Bull NASDAQconstruction materials, infrastructure, Lime, Limestone, Louisiana, materials, steel industry, Texas
Sep 30, 2025Fund LettersDiamond Hill Small Cap FundRRR Red Rock Resorts Consumer DiscretionaryCasinos & Gaming Bull NASDAQCasino Operator, Consumer Discretionary, Gaming, Las Vegas, Locals Market, market dominance, Regional Gaming

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