Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 21, 2026Fund LettersThe London Company Small CapQLYS Qualys, Inc. Software - InfrastructureSystems Software Bull NASDAQAI, cloud-based, cybersecurity, information technology, platform, SaaS, Security Software
Jul 21, 2026Fund LettersThe London Company Income EquityNOC Northrop Grumman Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAerospace & Defense, backlog, Capital Spending, defense programs, Equity, Global Defense Spending, Order Activity, production capacity
Jul 21, 2026Fund LettersThe London Company Income EquityCSCO Cisco Systems, Inc. Communication EquipmentCommunications Equipment Bull NASDAQAI infrastructure, Campus Networking, Communications Equipment, earnings growth, enterprise demand, Equity, Installed base, Networking
Jul 21, 2026Fund LettersThe London Company Income EquityTXN Texas Instruments Incorporated SemiconductorsSemiconductors Bull NASDAQAI infrastructure, analog chips, capital allocation, Equity, Free Cash Flow, industrial demand, Manufacturing Advantage, market share gains, semiconductors
Jul 21, 2026Fund LettersThe London Company Income EquityGLW Corning Inc Electronic ComponentsElectronic Components Bull New York Stock ExchangeAI infrastructure, data centers, Electronic Components, Equity, Fiber Deployments, Optical Communications, Pricing power, Specialty Glass, technology leadership
Jul 21, 2026Fund LettersVulcan Value Partners - Large CapELV Elevance Health Inc. Healthcare PlansManaged Health Care Bull New York Stock Exchangedouble-digit growth, Equity, Government Programs, health insurance, managed care, Medicaid, Medicare Advantage, post-COVID recovery
Jul 21, 2026Fund LettersVulcan Value Partners - Large CapUNH UnitedHealth Group Inc. Healthcare PlansManaged Health Care Bull New York Stock ExchangeEquity, health insurance, Healthcare services, managed care, Management Change, market leader, turnaround, value recovery
Jul 21, 2026Fund LettersVulcan Value Partners - Large CapEFX Equifax Inc. Consulting ServicesResearch & Consulting Services Bull New York Stock ExchangeCredit Bureau, Data Analytics, double-digit growth, Employment Verification, Equity, network effects, oligopoly, proprietary data, Regulatory Moat, Workforce Solutions
Jul 21, 2026Fund LettersMerion Road CapitalUBAB United Bancorporation of Alabama Banks - RegionalRegional Banks Bull -activist, capital allocation, Corporate Governance, Equity, Expense Management, regional banks, Value
Jul 21, 2026Fund LettersMerion Road CapitalHONA Honeywell Aerospace Aerospace & DefenseAerospace & Defense Bull NASDAQAerospace & Defense, conservative guidance, contrarian, Equity, Peer Discount, spinoff, Value
Jul 21, 2026Fund LettersBaillie Gifford - US Equity GrowthMA Mastercard Incorporated Credit ServicesTransaction & Payment Processing Services Bull New York Stock ExchangeCapital-light, digital payments, Enduring Growth, Financial infrastructure, financials, payment processing, recurring revenue, Transaction Services
Jul 21, 2026Fund LettersBaillie Gifford - US Equity GrowthIDXX IDEXX Laboratories, Inc. Diagnostics & ResearchHealth Care Equipment Bull NASDAQdiagnostics, Enduring Growth, Healthcare Equipment, pet healthcare, platform, recurring revenue, value opportunity, Veterinary
Jul 21, 2026Fund LettersBaillie Gifford -International Concentrated Growth300750.SZ Contemporary Amperex Technology Co. Limited (CATL) Electrical Equipment & PartsElectrical Components & Equipment Bull Shenzhen Stock ExchangeBatteries, China, clean energy, Cost leadership, Electric Vehicles, Electrification, energy storage, manufacturing, Scale Advantages, technology hardware
Jul 21, 2026Fund LettersBaillie Gifford -International Concentrated GrowthLONN.SW Lonza Group Diagnostics & ResearchLife Sciences Tools & Services Bull -biologics, biotechnology, CDMO, contract manufacturing, drug development, healthcare, life sciences, pharmaceuticals, Regulated Industry, Switzerland
Jul 21, 2026Fund LettersBaillie Gifford - US Equity GrowthSPACEX Space Exploration Technologies Corp. OtherAerospace & Defense Bull -Aerospace, Connectivity, Defense, founder-led, innovation, Launch Services, Space Economy, Starlink, vertical integration
Jul 21, 2026Fund LettersBaillie Gifford -International Concentrated Growth000660.KS SK Hynix SemiconductorsSemiconductors Bull Korea ExchangeAI infrastructure, HBM, High-Bandwidth Memory, long-term contracts, Memory, semiconductors, South Korea, Strategic Supplier, Supply Constraint, technology hardware
Jul 21, 2026Fund LettersBaillie Gifford - US Equity GrowthSNOW Snowflake Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI Beneficiary, Cloud computing, Data Warehousing, Growth Reacceleration, platform, SaaS, Software, technology
Jul 21, 2026Fund LettersBaillie Gifford -Emerging Markets0700.HK Tencent Internet Content & InformationInteractive Media & Services Bull Hong Kong Stock ExchangeAI applications, China, cloud services, Gaming, Interactive Media, large language models, Open Source, platform, social media, technology, User Data, WeChat
Jul 21, 2026Fund LettersBaillie Gifford -International Concentrated GrowthASML ASML Holding Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAdvanced Manufacturing, AI infrastructure, Capital equipment, EUV lithography, Monopoly, Netherlands, semiconductor equipment, supply chain, technology hardware
Jul 21, 2026Fund LettersBaillie Gifford - US Equity GrowthAVGO Broadcom Inc. SemiconductorsSemiconductors Bull NASDAQAI infrastructure, custom silicon, data center, growth, hyperscalers, semiconductors, technology, TPUs

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