Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersAlger Weatherbie Specialized Growth FundVERX Vertex Inc. Information TechnologySoftware Bear NASDAQCloud software, Enterprise software, ERP Integration, Large Enterprise, SaaS, Tax Compliance, Tax software
Sep 30, 2025Fund LettersAlger Weatherbie Specialized Growth FundPLMR Palomar Holdings Inc. FinancialsInsurance Bear NASDAQCatastrophic Risk, Earthquake Insurance, Flood Insurance, Hurricane Coverage, Property & Casualty, specialty insurance, underwriting
Sep 30, 2025Fund LettersAlger Weatherbie Specialized Growth FundSPSC SPS Commerce Inc. Information TechnologySoftware Neutral NASDAQCloud software, e-commerce, inventory management, Logistics, retail technology, SaaS, supply chain management
Sep 30, 2025Fund LettersAlger Weatherbie Specialized Growth FundAORT Artivion Inc. Health CareHealth Care Equipment & Supplies Bull NYSEAortic Disease, Cardiac Surgery, Clinical trials, Mechanical Valves, Medical devices, Stent Grafts, Tissue Preservation
Sep 30, 2025Fund LettersAlger Weatherbie Specialized Growth FundPI Impinj Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQEnterprise software, Food & Grocery, inventory management, retail technology, RFID Technology, supply chain, Wireless Tracking
Sep 30, 2025Fund LettersAlger Weatherbie Specialized Growth FundSMTC Semtech Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQconnectivity solutions, consumer electronics, data centers, Industrial, semiconductors, Signal integrity, Wireless sensing
Sep 30, 2025Fund LettersWasatch Micro Cap FundPNTG Pennant Group, Inc. Health CareHealth Care Providers & Services Bull NASDAQHealthcare services, Home-Health, Hospice, Medicare, Patient Volumes, Senior Living, Underutilized Assets
Sep 30, 2025Fund LettersWasatch Micro Cap FundPAR PAR Technology Corp. Information TechnologySoftware Bear NYSEAcquisitions, Back-Office, Customer loyalty, Mobile Ordering, Point of Sale, restaurant software
Sep 30, 2025Fund LettersWasatch Micro Cap FundLMB Limbach Holdings, Inc. IndustrialsConstruction & Engineering Bull NASDAQBuilding Systems, Campus Settings, Educational, healthcare, HVAC, Industrial, Maintenance, Owner-direct
Sep 30, 2025Fund LettersWasatch Micro Cap FundVITL Vital Farms, Inc. Consumer StaplesFood Products Bull NASDAQconsumer staples, Ethical sourcing, Farm Network, Pasture-Raised, specialty eggs, Sustainable Food, Traceability
Sep 30, 2025Fund LettersWasatch Micro Cap FundPI Impinj, Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Neutral NASDAQInventory Tracking, Logistics, RFID Technology, supply chain, technology hardware, Walmart
Sep 30, 2025Fund LettersWasatch Micro Cap FundWLDN Willdan Group, Inc. IndustrialsProfessional Services Bull NASDAQanalytics, Contracts, data centers, energy infrastructure, Power Grid, Software, Utility Consulting
Sep 30, 2025Fund LettersOrbis Global EquityCRSP CRISPR Therapeutics Health CareBiotechnology Bull NASDAQCasgevy, CRISPR, deep value, First-in-Class, Gene Editing, Sickle Cell, Switzerland, Vertex partnership
Sep 30, 2025Fund LettersOrbis Global EquityINSM Insmed Health CareBiotechnology Bull NASDAQBRINSUPRI, Bronchiectasis, First-in-Class, Franchise Strategy, rare disease, Respiratory Disease, Tpip, Will Lewis
Sep 30, 2025Fund LettersOrbis Global EquityGMAB Genmab Health CareBiotechnology Bull NASDAQADC Technology, Antibody Discovery, contrarian, Darzalex, Denmark, Oncology, Patent cliff, pipeline
Sep 30, 2025Fund LettersOrbis Global EquityALNY Alnylam Pharmaceuticals Health CareBiotechnology Bull NASDAQAmvuttra, ATTR-CM, biotechnology, gene therapy, profitability, R&D Platform, rare disease, Rnai
Sep 30, 2025Fund LettersHeartland Mid Cap Value FundCNC Centene Health CareManaged Health Care Bull NYSEACA Healthcare Exchanges, Healthcare Affordability, managed care, Margin Restoration, Political Pressure, Pricing Actions, Risk Pool Shift, Short-tailed Liabilities
Sep 30, 2025Fund LettersHeartland Mid Cap Value FundLRCX Lam Research Information TechnologySemiconductor Equipment Bull NASDAQCyclical Upcycle, Etch Process, industry consolidation, market share gains, Memory Customers, Quality Value, recurring revenue, Semicap, semiconductor equipment
Sep 30, 2025Fund LettersHeartland Mid Cap Value FundDHI D.R. Horton Consumer DiscretionaryHomebuilding Bull NYSEcapital allocation, deep value, Entry-level Housing, homebuilder, Manufacturing Model, ROE, Scale Advantages, share repurchases, Speculative Inventory
Sep 30, 2025Fund LettersAlger Mid Cap Focus FundAXON Axon Enterprise Inc IndustrialsAerospace & Defense Bull NASDAQAI-enabled Features, Body Cameras, Cloud software, Digital Evidence, law enforcement, Public Safety Technology, recurring revenue, TASER

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