Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersAlger Mid Cap Focus FundCSU.TO Constellation Software Inc. Information TechnologySoftware Neutral TSXAI impact, capital allocation, decentralized model, leadership transition, Mission-Critical Software, Niche Software, Software Acquisitions, vertical market software
Sep 30, 2025Fund LettersAlger Mid Cap Focus FundWING Wingstop, Inc. Consumer DiscretionaryRestaurants Bull NASDAQbrand awareness, Chicken Wings, Digital Ordering, franchise model, loyalty program, Quick Service Restaurant, Restaurant Chain, Smart Kitchen
Sep 30, 2025Fund LettersAlger Mid Cap Focus FundALAB Astera Labs, Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Cloud computing, data center, Data Connectivity, GPU Connectivity, high-speed data, Networking, semiconductors
Sep 30, 2025Fund LettersAlger Mid Cap Focus FundTLN Talen Energy Corp UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQAI infrastructure, Carbon-free Energy, data centers, digital infrastructure, Independent Power Producer, nuclear energy, PJM Market, Power generation
Sep 30, 2025Fund LettersAlger Mid Cap Focus FundHOOD Robinhood Markets, Inc. FinancialsInvestment Banking & Brokerage Bull NASDAQAI-Driven Tools, Banking Services, Brokerage, commission-free trading, Financial Platform, Fintech, Retail Investing, wealth management
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundDXCM Dexcom Health CareHealth Care Equipment Bear NASDAQCgm, Continuous Glucose Monitoring, diabetes care, Equity, Market Share Risk, Medical devices, Product Quality Issues
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundFICO Fair Isaac Information TechnologyApplication Software Bull NYSEanalytics software, credit scoring, Data Monetization, Equity, FICO Score, financial services, Regulatory Challenge
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundWING Wingstop Consumer DiscretionaryRestaurants Bear NASDAQChicken Wings, comparable-store sales, consumer pressure, Equity, Fast casual, Lower-Income Consumer, Restaurant Franchisor
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundAXON Axon Enterprise IndustrialsAerospace & Defense Bull NASDAQAI solutions, Drones, Equity, innovation, Law Enforcement Technology, Security Technology, TASER
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundTTD Trade Desk Communication ServicesInteractive Media & Services Bull NASDAQadtech, Connected tv, digital advertising, Equity, independent platform, programmatic advertising, Strong Margins
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundMPWR Monolithic Power Systems Information TechnologySemiconductors Bull NASDAQAI data centers, Diversified End Markets, Equity, infrastructure, Power management, semiconductors, technology hardware
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundMDB MongoDB Information TechnologySystems Software Bull NASDAQCloud computing, Database Software, Digital transformation, Document Database, Enterprise software, Equity, SaaS
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundINSM Insmed Health CareBiotechnology Bull NASDAQbiotechnology, Bronchiectasis, Equity, First-to-Market, lung diseases, rare diseases, Regulatory Approval
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundALNY Alnylam Pharmaceuticals Health CareBiotechnology Bull NASDAQbiotechnology, Commercial Stage, Equity, Gene Silencing, rare diseases, RNAi Therapeutics, TTR Amyloidosis
Sep 30, 2025Fund LettersCarillon Eagle Mid Cap Growth FundWYNN Wynn Resorts Consumer DiscretionaryCasinos & Gaming Bull NASDAQCasino Operator, Equity, Gaming, international markets, Luxury Resorts, Macau Recovery, UAE Expansion
Sep 30, 2025Fund LettersMairs & Power - Growth FundPANW Palo Alto Networks Information TechnologySoftware Bull NASDAQAI, cloud security, cybersecurity, Digital Threats, Enterprise software, Network Security, platform, regulatory compliance
Sep 30, 2025Fund LettersMairs & Power - Growth FundCGNX Cognex Corporation Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQAI, automotive, Factory Automation, Industrial technology, Logistics, Machine vision, manufacturing, Onshoring, semiconductors
Sep 30, 2025Fund LettersHeartland Value FundXRAY Dentsply Sirona Inc. Health CareHealth Care Equipment Bull NASDAQDental Equipment, healthcare, Management Transition, margin expansion, Medical devices, Sales improvement, turnaround, valuation discount
Sep 30, 2025Fund LettersHeartland Value FundCVGW Calavo Growers, Inc. Consumer StaplesFood Products Bull NASDAQacquisition interest, Avocados, balance sheet strength, Food Products, Guacamole, Management alignment, margin expansion, turnaround, Value Added
Sep 30, 2025Fund LettersHeartland Value FundPBPB Potbelly Corporation Consumer DiscretionaryRestaurants Bull NASDAQacquisition target, COVID-19 recovery, franchise, Management Transition, Operational Improvement, Restaurants, same-store sales growth, turnaround

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