Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersPolen Capital - Emerging Markets Growth2345.TW Accton Information TechnologyTechnology Hardware, Storage & Peripherals Bull Taiwan Stock ExchangeAI accelerators, AI infrastructure, data centers, growth, networking equipment, semiconductors, Taiwan, technology hardware
Sep 30, 2025Fund LettersPolen Capital - Emerging Markets GrowthPRX.AS Prosus Communication ServicesInteractive Media & Services Bull Euronext Amsterdamadvertising, China, Gaming, Internet, NAV discount, Share Buyback, social media, Tencent Proxy
Sep 30, 2025Fund LettersPolen Capital - Emerging Markets Growth300750.SZ CATL Information TechnologyElectronic Equipment, Instruments & Components Bull Shenzhen Stock Exchangebattery technology, China, Electric Vehicles, energy storage, EV Battery, growth, manufacturing, market leader
Sep 30, 2025Fund LettersFMI Large Cap EquityGRG.L Greggs PLC Consumer DiscretionaryRestaurants Bull LSEbrand loyalty, Consumer Discretionary, Food-on-the-go, Restaurants, store expansion, Supply Chain Investment, UK market, vertically integrated
Sep 30, 2025Fund LettersFMI Large Cap EquityBDX Becton Dickinson & Co. Health CareHealth Care Equipment Bull NYSEbusiness separation, Consumables, healthcare, Healthcare Equipment, Manufacturing Scale, Medical devices, oligopoly, recurring revenue
Sep 30, 2025Fund LettersFMI Large Cap EquityOMF OneMain Holdings Inc. FinancialsConsumer Finance Bull NYSEAuto lending, consumer finance, credit cards, financials, Nonprime Lending, Personal Loans, turnaround, Value
Sep 30, 2025Fund LettersMadison Small Cap FundCRL Charles River Laboratories Health CareLife Sciences Tools & Services Bull NYSEbiotechnology, contract research, Cro, Drug Discovery, EBITDA, Equity, Free Cash Flow, life sciences, Outsourcing
Sep 30, 2025Fund LettersMadison Small Cap FundEXP Eagle Materials MaterialsConstruction Materials Bull NYSEaggregates, Cement, construction materials, Cyclical, Equity, residential construction, ROIC, Share Buybacks, Wallboard
Sep 30, 2025Fund LettersMadison Small Cap FundHXL Hexcel Corporation MaterialsAerospace & Defense Bull NYSEAerospace, Airbus, Boeing, Carbon Fiber, Composite Materials, Defense, duopoly, Equity, materials
Sep 30, 2025Fund LettersColumbia Global Technology Growth FundNOW ServiceNow, Inc. Information TechnologySoftware Neutral NYSEAI Orchestration, Cloud computing, Enterprise software, platform strategy, Renewal Concerns, workflow automation
Sep 30, 2025Fund LettersColumbia Global Technology Growth FundCRM Salesforce, Inc. Information TechnologySoftware Neutral NYSEAI platform, Cloud computing, conservative guidance, CRM Software, Enterprise software, Healthcare Technology
Sep 30, 2025Fund LettersColumbia Global Technology Growth FundACN Accenture plc Information TechnologyIT Services Neutral NYSEAI services, Bookings Concerns, Digital transformation, It consulting, margin expansion, professional services
Sep 30, 2025Fund LettersColumbia Global Technology Growth FundTTD The Trade Desk Communication ServicesInteractive Media & Services Neutral NASDAQAd Tech, AI platform, Competition Concerns, Connected tv, digital advertising, programmatic advertising
Sep 30, 2025Fund LettersColumbia Global Technology Growth FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI accelerators, AI Revenue Growth, backlog, custom silicon, Networking Hardware, Semiconductor Infrastructure
Sep 30, 2025Fund LettersColumbia Global Technology Growth FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI Computing, CUDA Platform, data centers, enterprise, hyperscalers, semiconductors, Software Ecosystems
Sep 30, 2025Fund LettersColumbia Global Technology Growth FundHOOD Robinhood Markets FinancialsCapital Markets Bull NASDAQCryptocurrencies, Digital Finance, Fintech, international expansion, Online Brokerage, S&P 500, Trading Platform
Sep 30, 2025Fund LettersColumbia Global Technology Growth FundALAB Astera Labs Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Connectivity, data centers, growth, hyperscalers, semiconductors, technology
Sep 30, 2025Fund LettersAmerican Century Emerging Markets Fund688008.SS Montage Technology Information TechnologySemiconductors & Semiconductor Equipment Bull Shanghai Stock ExchangeAI infrastructure, China, data centers, Fabless Semiconductor, Integrated Circuits, Memory Interface Chips, Networking, Servers
Sep 30, 2025Fund LettersAmerican Century Emerging Markets Fund2308.TW Delta Electronics Information TechnologyElectronic Equipment, Instruments & Components Bull Taiwan Stock ExchangeAI infrastructure, data centers, Electric Vehicles, Electrification, Electronic Components, energy efficiency, Power management, Taiwan
Sep 30, 2025Fund LettersAmerican Century Emerging Markets Fund002281.SZ Zhongji Innolight Information TechnologyElectronic Equipment, Instruments & Components Bull Shenzhen Stock Exchange5G Networks, AI data centers, Artificial Intelligence, China, infrastructure, Optical Transceivers, semiconductors, technology hardware

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